Atherton Lane Advisers’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 | $816K | Hold |
9,285
| – | – | 0.05% | 114 |
|
|
2015
Q3 | $737K | Hold |
9,285
| – | – | 0.05% | 124 |
|
|
2015
Q2 | $744K | Hold |
9,285
| – | – | 0.04% | 127 |
|
|
2015
Q1 | $699K | Sell |
9,285
-457
| -5% | -$34.4K | 0.04% | 146 |
|
|
2014
Q4 | $793K | Buy |
9,742
+272
| +3% | +$22.1K | 0.04% | 145 |
|
|
2014
Q3 | $790K | Sell |
9,470
-500
| -5% | -$41.7K | 0.05% | 151 |
|
|
2014
Q2 | $841K | Hold |
9,970
| – | – | 0.05% | 129 |
|
|
2014
Q1 | $816K | Sell |
9,970
-100
| -1% | -$8.19K | 0.05% | 88 |
|
|
2013
Q4 | $877K | Sell |
10,070
-2,000
| -17% | -$174K | 0.06% | 85 |
|
|
2013
Q3 | $1.05M | Sell |
12,070
-62
| -0.5% | -$5.37K | 0.07% | 75 |
|
|
2013
Q2 | $1.05M | Buy |
+12,132
| New | +$1.05M | 0.08% | 71 |
|