Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.3M | Buy |
23,306
+1,596
| +7% | +$158K | 0.17% | 78 |
|
|
2022
Q1 | $2.04M | Buy |
21,710
+1,735
| +9% | +$163K | 0.13% | 87 |
|
|
2021
Q4 | $1.9M | Buy |
19,975
+148
| +0.7% | +$14.1K | 0.12% | 92 |
|
|
2021
Q3 | $1.88M | Buy |
19,827
+339
| +2% | +$32.1K | 0.13% | 88 |
|
|
2021
Q2 | $1.93M | Sell |
19,488
-603
| -3% | -$59.7K | 0.14% | 80 |
|
|
2021
Q1 | $1.78M | Buy |
20,091
+265
| +1% | +$23.5K | 0.14% | 83 |
|
|
2020
Q4 | $1.64M | Buy |
19,826
+26
| +0.1% | +$2.15K | 0.15% | 79 |
|
|
2020
Q3 | $1.49M | Buy |
19,800
+980
| +5% | +$73.5K | 0.15% | 78 |
|
|
2020
Q2 | $1.32M | Sell |
18,820
-8,178
| -30% | -$573K | 0.15% | 77 |
|
|
2020
Q1 | $1.97M | Buy |
26,998
+9,584
| +55% | +$699K | 0.27% | 48 |
|
|
2019
Q4 | $1.48M | Buy |
17,414
+1,556
| +10% | +$132K | 0.18% | 74 |
|
|
2019
Q3 | $1.2M | Buy |
15,858
+558
| +4% | +$42.4K | 0.16% | 74 |
|
|
2019
Q2 | $1.2M | Sell |
15,300
-4,396
| -22% | -$345K | 0.17% | 71 |
|
|
2019
Q1 | $1.74M | Sell |
19,696
-209
| -1% | -$18.5K | 0.28% | 53 |
|
|
2018
Q4 | $1.33M | Sell |
19,905
-397
| -2% | -$26.5K | 0.25% | 56 |
|
|
2018
Q3 | $1.66M | Buy |
20,302
+1,836
| +10% | +$150K | 0.32% | 48 |
|
|
2018
Q2 | $1.49M | Buy |
18,466
+11,735
| +174% | +$948K | 0.4% | 44 |
|
|
2018
Q1 | $669K | Buy |
6,731
+1,052
| +19% | +$105K | 0.26% | 62 |
|
|
2017
Q4 | $607K | Buy |
+5,679
| New | +$607K | 0.28% | 66 |
|