AAMC
Asset Allocation & Management Company’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,719
| Closed | -$656K | – | 62 |
|
|
2023
Q2 | $656K | Hold |
6,719
| – | – | 0.26% | 39 |
|
|
2023
Q1 | $653K | Hold |
6,719
| – | – | 0.26% | 56 |
|
|
2022
Q4 | $680K | Sell |
6,719
-2,551
| -28% | -$258K | 0.26% | 54 |
|
|
2022
Q3 | $770K | Hold |
9,270
| – | – | 0.32% | 56 |
|
|
2022
Q2 | $915K | Hold |
9,270
| – | – | 0.38% | 52 |
|
|
2022
Q1 | $871K | Hold |
9,270
| – | – | 0.31% | 71 |
|
|
2021
Q4 | $881K | Buy |
+9,270
| New | +$881K | 0.3% | 72 |
|
|
2020
Q1 | – | Sell |
-2,413
| Closed | -$205K | – | 64 |
|
|
2019
Q4 | $205K | Buy |
+2,413
| New | +$205K | 0.08% | 61 |
|