Balasa Dinverno & Foltz’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $546K | Sell |
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|
2022
Q2 | $852K | Buy |
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|
2022
Q1 | $712K | Buy |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $781K | Buy |
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|
2021
Q2 | $737K | Buy |
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|
2021
Q1 | $598K | Buy |
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|
2020
Q4 | $348K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $557K | Sell |
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|
2019
Q4 | $807K | Buy |
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|
2019
Q3 | $590K | Buy |
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|
2019
Q2 | $599K | Buy |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Sell |
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|
2018
Q2 | $200K | Sell |
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|
2018
Q1 | $258K | Buy |
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|
2017
Q4 | $272K | Sell |
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|
2017
Q3 | $344K | Sell |
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|
2017
Q2 | $381K | Buy |
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|
2017
Q1 | $324K | Buy |
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|
2016
Q4 | $229K | Hold |
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|
2016
Q3 | $243K | Sell |
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|
2016
Q2 | $259K | Hold |
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|
2016
Q1 | $250K | Sell |
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|
2015
Q4 | $234K | Hold |
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|
2015
Q3 | $211K | Sell |
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|
2015
Q2 | $262K | Sell |
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|
2015
Q1 | $511K | Sell |
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|
2014
Q4 | $850K | Sell |
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|
2014
Q3 | $902K | Buy |
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|
2014
Q2 | $781K | Buy |
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|
2014
Q1 | $711K | Sell |
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|
2013
Q4 | $831K | Sell |
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|
2013
Q3 | $827K | Sell |
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|
2013
Q2 | $841K | Buy |
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