B&D White Capital Company’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-89,075
| Closed | -$8.38M | – | 68 |
|
|
2023
Q4 | $8.38M | Buy |
89,075
+47,800
| +116% | +$4.5M | 2.61% | 11 |
|
|
2023
Q3 | $3.82M | Buy |
+41,275
| New | +$3.82M | 1.43% | 14 |
|
|
2022
Q4 | – | Sell |
-16,500
| Closed | -$1.37M | – | 79 |
|
|
2022
Q3 | $1.37M | Buy |
+16,500
| New | +$1.37M | 0.51% | 28 |
|
|
2021
Q1 | – | Sell |
-80
| Closed | -$6K | – | 72 |
|
|
2020
Q4 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 71 |
|