B.O.S.S. Retirement Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,457
| Closed | -$1.76M | – | 271 |
|
|
2024
Q3 | $1.76M | Buy |
14,457
+486
| +3% | +$59K | 0.35% | 74 |
|
|
2024
Q2 | $1.42M | Sell |
13,971
-7,245
| -34% | -$734K | 0.36% | 77 |
|
|
2024
Q1 | $2M | Sell |
21,216
-2,576
| -11% | -$242K | 0.76% | 47 |
|
|
2023
Q4 | $2.24M | Sell |
23,792
-2,002
| -8% | -$188K | 0.43% | 67 |
|
|
2023
Q3 | $2.39M | Sell |
25,794
-2,276
| -8% | -$211K | 0.51% | 53 |
|
|
2023
Q2 | $2.74M | Sell |
28,070
-2,463
| -8% | -$240K | 0.58% | 39 |
|
|
2023
Q1 | $2.97M | Buy |
30,533
+2,721
| +10% | +$265K | 0.7% | 34 |
|
|
2022
Q4 | $2.82M | Buy |
+27,812
| New | +$2.82M | 0.72% | 33 |
|