Aspiriant Holdings S3’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $1.12M | Buy |
12,773
+175
| +1% | +$15.4K | 0.48% | 61 |
|
|
2015
Q3 | $999K | Buy |
12,598
+65
| +0.5% | +$5.15K | 0.46% | 61 |
|
|
2015
Q2 | $1.01M | Buy |
12,533
+1,050
| +9% | +$84.2K | 0.4% | 70 |
|
|
2015
Q1 | $865K | Buy |
11,483
+657
| +6% | +$49.5K | 0.34% | 74 |
|
|
2014
Q4 | $882K | Buy |
10,826
+20
| +0.2% | +$1.63K | 0.36% | 75 |
|
|
2014
Q3 | $901K | Buy |
10,806
+755
| +8% | +$63K | 0.36% | 68 |
|
|
2014
Q2 | $847K | Buy |
10,051
+1,314
| +15% | +$111K | 0.34% | 72 |
|
|
2014
Q1 | $715K | Buy |
8,737
+5,315
| +155% | +$435K | 0.3% | 78 |
|
|
2013
Q4 | $298K | Sell |
3,422
-1,267
| -27% | -$110K | 0.12% | 94 |
|
|
2013
Q3 | $406K | Buy |
4,689
+746
| +19% | +$64.6K | 0.17% | 88 |
|
|
2013
Q2 | $342K | Buy |
+3,943
| New | +$342K | 0.15% | 86 |
|