AAS
Asset Allocation Strategies’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,750
| Closed | -$344K | – | 95 |
|
|
2024
Q1 | $344K | Buy |
3,750
+24
| +0.6% | +$2.2K | 0.12% | 56 |
|
|
2023
Q4 | $351K | Buy |
3,726
+143
| +4% | +$13.5K | 0.14% | 52 |
|
|
2023
Q3 | $332K | Buy |
3,583
+133
| +4% | +$12.3K | 0.15% | 49 |
|
|
2023
Q2 | $337K | Buy |
3,450
+344
| +11% | +$33.6K | 0.16% | 51 |
|
|
2023
Q1 | $302K | Sell |
3,106
-15
| -0.5% | -$1.46K | 0.87% | 32 |
|
|
2022
Q4 | $316K | Buy |
+3,121
| New | +$316K | 0.21% | 46 |
|