Altavista Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.11M | Buy |
11,695
+1,200
| +11% | +$112K | 0.22% | 75 |
|
|
2021
Q3 | $995K | Hold |
10,495
| – | – | 0.22% | 79 |
|
|
2021
Q2 | $1.04M | Hold |
10,495
| – | – | 0.23% | 80 |
|
|
2021
Q1 | $931K | Hold |
10,495
| – | – | 0.23% | 80 |
|
|
2020
Q4 | $869K | Sell |
10,495
-762
| -7% | -$59.3K | 0.22% | 77 |
|
|
2020
Q3 | $844K | Hold |
11,257
| – | – | 0.23% | 69 |
|
|
2020
Q2 | $789K | Hold |
11,257
| – | – | 0.23% | 73 |
|
|
2020
Q1 | $821K | Buy |
11,257
+1,000
| +10% | +$82.3K | 0.28% | 65 |
|
|
2019
Q4 | $873K | Sell |
10,257
-1,000
| -9% | -$82.4K | 0.26% | 72 |
|
|
2019
Q3 | $855K | Buy |
11,257
+360
| +3% | +$28.5K | 0.27% | 75 |
|
|
2019
Q2 | $856K | Sell |
10,897
-433
| -4% | -$35.8K | 0.27% | 75 |
|
|
2019
Q1 | $1M | Hold |
11,330
| – | – | 0.35% | 65 |
|
|
2018
Q4 | $756K | Hold |
11,330
| – | – | 0.31% | 77 |
|
|
2018
Q3 | $924K | Sell |
11,330
-450
| -4% | -$36.9K | 0.34% | 72 |
|
|
2018
Q2 | $951K | Sell |
11,780
-3,020
| -20% | -$256K | 0.38% | 68 |
|
|
2018
Q1 | $1.47M | Buy |
14,800
+667
| +5% | +$69.5K | 0.62% | 48 |
|
|
2017
Q4 | $1.49M | Buy |
14,133
+7,409
| +110% | +$789K | 0.63% | 46 |
|
|
2017
Q3 | $746K | Buy |
6,724
+2,815
| +72% | +$328K | 0.35% | 64 |
|
|
2017
Q2 | $459K | Sell |
3,909
-30
| -0.8% | -$3.47K | 0.23% | 85 |
|
|
2017
Q1 | $445K | Buy |
3,939
+144
| +4% | +$14.9K | 0.22% | 83 |
|
|
2016
Q4 | $347K | Sell |
3,795
-170
| -4% | -$15.8K | 0.19% | 90 |
|
|
2016
Q3 | $385K | Buy |
3,965
+1
| +0% | +$100 | 0.21% | 90 |
|
|
2016
Q2 | $403K | Sell |
3,964
-703
| -15% | -$70.1K | 0.22% | 86 |
|
|
2016
Q1 | $458K | Buy |
4,667
+347
| +8% | +$31.8K | 0.26% | 82 |
|
|
2015
Q4 | $380K | Sell |
4,320
-202
| -4% | -$17.5K | 0.22% | 89 |
|
|
2015
Q3 | $359K | Sell |
4,522
-706
| -14% | -$58.1K | 0.24% | 89 |
|
|
2015
Q2 | $419K | Buy |
+5,228
| New | +$430K | 0.26% | 85 |
|
|
2015
Q1 | – | Sell |
-2,546
| Closed | -$206K | – | 112 |
|
|
2014
Q4 | $206K | Hold |
2,546
| – | – | 0.13% | 110 |
|
|
2014
Q3 | $212K | Sell |
2,546
-300
| -11% | -$25.4K | 0.14% | 107 |
|
|
2014
Q2 | $240K | Hold |
2,846
| – | – | 0.15% | 107 |
|
|
2014
Q1 | $233K | Hold |
2,846
| – | – | 0.14% | 109 |
|
|
2013
Q4 | $248K | Hold |
2,846
| – | – | 0.15% | 107 |
|
|
2013
Q3 | $246K | Hold |
2,846
| – | – | 0.16% | 107 |
|
|
2013
Q2 | $247K | Buy |
+2,846
| New | +$264K | 0.17% | 102 |
|
Other funds holding PM
Altavista Wealth Management's PM Position: Q4 2021 in Review
Altavista Wealth Management increased its Philip Morris (PM) stake by 11% in Q4 2021, buying an estimated $112K and bringing the position to 11,695 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #75.
Altavista Wealth Management first reported a position in PM in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.49M in Q4 2017. 1,965 funds tracked by Wall St. Rank hold PM as of Q4 2021.
- Altavista Wealth Management held 11,695 shares of Philip Morris worth $1.11M as of Q4 2021.
- Altavista Wealth Management bought 1,200 Philip Morris shares in Q4 2021, an estimated $112K.
- Philip Morris made up 0.22% of Altavista Wealth Management's portfolio in Q4 2021, its #75 holding.
- Altavista Wealth Management first reported a position in Philip Morris in Q2 2013 and has held it in 34 quarters since.
- Altavista Wealth Management's Philip Morris position peaked at $1.49M in Q4 2017.
- 1,965 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.