Altavista Wealth Management’s Philip Morris PM Stock Holding History

Altavista Wealth Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$1.11M	Buy	11,695 +1,200	+11%	+$114K	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%	-$63.1K	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%	+$72.9K	0.28%	65
2019 Q4	$873K	Sell	10,257 -1,000	-9%	-$85.1K	0.26%	72
2019 Q3	$855K	Buy	11,257 +360	+3%	+$27.3K	0.27%	75
2019 Q2	$856K	Sell	10,897 -433	-4%	-$34K	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%	-$36.7K	0.34%	72
2018 Q2	$951K	Sell	11,780 -3,020	-20%	-$244K	0.38%	68
2018 Q1	$1.47M	Buy	14,800 +667	+5%	+$66.3K	0.62%	48
2017 Q4	$1.49M	Buy	14,133 +7,409	+110%	+$783K	0.63%	46
2017 Q3	$746K	Buy	6,724 +2,815	+72%	+$312K	0.35%	64
2017 Q2	$459K	Sell	3,909 -30	-0.8%	-$3.52K	0.23%	85
2017 Q1	$445K	Buy	3,939 +144	+4%	+$16.3K	0.22%	83
2016 Q4	$347K	Sell	3,795 -170	-4%	-$15.5K	0.19%	90
2016 Q3	$385K	Buy	3,965 +1	+0%	+$97	0.21%	90
2016 Q2	$403K	Sell	3,964 -703	-15%	-$71.5K	0.22%	86
2016 Q1	$458K	Buy	4,667 +347	+8%	+$34.1K	0.26%	82
2015 Q4	$380K	Sell	4,320 -202	-4%	-$17.8K	0.22%	89
2015 Q3	$359K	Sell	4,522 -706	-14%	-$56K	0.24%	89
2015 Q2	$419K	Buy	+5,228	New	+$419K	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%	-$25K	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	+$247K	0.17%	102