B. Riley Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.04K | Buy |
10,493
+3,366
| +47% | +$332 | ﹤0.01% | 292 |
|
|
2022
Q1 | $670K | Buy |
7,127
+439
| +7% | +$41.3K | 0.05% | 276 |
|
|
2021
Q4 | $635K | Sell |
6,688
-207
| -3% | -$19.7K | 0.04% | 295 |
|
|
2021
Q3 | $654K | Buy |
+6,895
| New | +$654K | 0.05% | 286 |
|
|
2020
Q3 | – | Sell |
-3,609
| Closed | -$253K | – | 501 |
|
|
2020
Q2 | $253K | Sell |
3,609
-881
| -20% | -$61.8K | 0.03% | 332 |
|
|
2020
Q1 | $328K | Buy |
4,490
+910
| +25% | +$66.5K | 0.03% | 336 |
|
|
2019
Q4 | $305K | Sell |
3,580
-177
| -5% | -$15.1K | 0.05% | 289 |
|
|
2019
Q3 | $285K | Sell |
3,757
-69
| -2% | -$5.23K | 0.05% | 281 |
|
|
2019
Q2 | $301 | Sell |
3,826
-418
| -10% | -$33 | 0.05% | 283 |
|
|
2019
Q1 | $375K | Buy |
4,244
+1,072
| +34% | +$94.7K | 0.07% | 251 |
|
|
2018
Q4 | $213K | Sell |
3,172
-191
| -6% | -$12.8K | 0.04% | 297 |
|
|
2018
Q3 | $274K | Buy |
+3,363
| New | +$274K | 0.07% | 232 |
|
|
2015
Q3 | – | Sell |
-2,263
| Closed | -$181K | – | 601 |
|
|
2015
Q2 | $181K | Sell |
2,263
-121
| -5% | -$9.68K | 0.14% | 199 |
|
|
2015
Q1 | $179K | Sell |
2,384
-195
| -8% | -$14.6K | 0.13% | 212 |
|
|
2014
Q4 | $210K | Sell |
2,579
-1,787
| -41% | -$146K | 0.17% | 153 |
|
|
2014
Q3 | $364K | Sell |
4,366
-1,963
| -31% | -$164K | 0.27% | 107 |
|
|
2014
Q2 | $533K | Sell |
6,329
-138
| -2% | -$11.6K | 0.35% | 66 |
|
|
2014
Q1 | $529K | Buy |
+6,467
| New | +$529K | 0.39% | 50 |
|