9258 Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $544K | Buy |
4,480
+1
| +0% | +$121 | 0.08% | 189 |
|
|
2024
Q2 | $454K | Sell |
4,479
-544
| -11% | -$55.1K | 0.07% | 202 |
|
|
2024
Q1 | $460K | Sell |
5,023
-873
| -15% | -$80K | 0.07% | 206 |
|
|
2023
Q4 | $555K | Buy |
5,896
+65
| +1% | +$6.12K | 0.1% | 167 |
|
|
2023
Q3 | $540K | Sell |
5,831
-3
| -0.1% | -$278 | 0.1% | 169 |
|
|
2023
Q2 | $570K | Buy |
5,834
+9
| +0.2% | +$879 | 0.11% | 163 |
|
|
2023
Q1 | $567K | Buy |
5,825
+1,668
| +40% | +$162K | 0.11% | 166 |
|
|
2022
Q4 | $421K | Sell |
4,157
-183
| -4% | -$18.5K | 0.09% | 200 |
|
|
2022
Q3 | $360K | Buy |
4,340
+481
| +12% | +$39.9K | 0.09% | 211 |
|
|
2022
Q2 | $381K | Buy |
3,859
+806
| +26% | +$79.6K | 0.1% | 213 |
|
|
2022
Q1 | $287K | Sell |
3,053
-33
| -1% | -$3.1K | 0.07% | 287 |
|
|
2021
Q4 | $293K | Buy |
3,086
+84
| +3% | +$7.98K | 0.07% | 294 |
|
|
2021
Q3 | $285K | Buy |
3,002
+15
| +0.5% | +$1.42K | 0.08% | 272 |
|
|
2021
Q2 | $296K | Buy |
2,987
+160
| +6% | +$15.9K | 0.08% | 267 |
|
|
2021
Q1 | $251K | Sell |
2,827
-2
| -0.1% | -$178 | 0.08% | 271 |
|
|
2020
Q4 | $234K | Sell |
2,829
-359
| -11% | -$29.7K | 0.08% | 265 |
|
|
2020
Q3 | $226K | Buy |
3,188
+36
| +1% | +$2.55K | 0.09% | 255 |
|
|
2020
Q2 | $221K | Buy |
3,152
+19
| +0.6% | +$1.33K | 0.09% | 247 |
|
|
2020
Q1 | $235K | Sell |
3,133
-294
| -9% | -$22.1K | 0.1% | 224 |
|
|
2019
Q4 | $292K | Buy |
3,427
+718
| +27% | +$61.2K | 0.11% | 217 |
|
|
2019
Q3 | $206K | Sell |
2,709
-182
| -6% | -$13.8K | 0.16% | 158 |
|
|
2019
Q2 | $227K | Sell |
2,891
-817
| -22% | -$64.2K | 0.18% | 149 |
|
|
2019
Q1 | $328K | Buy |
3,708
+122
| +3% | +$10.8K | 0.28% | 115 |
|
|
2018
Q4 | $239K | Buy |
+3,586
| New | +$239K | 0.23% | 134 |
|