Banyan Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $7.25M | Sell |
86,904
-3,323
| -4% | -$277K | 0.62% | 45 |
|
2014
Q2 | $7.61M | Sell |
90,227
-7,684
| -8% | -$648K | 0.64% | 37 |
|
2014
Q1 | $8.02M | Sell |
97,911
-23,312
| -19% | -$1.91M | 0.69% | 37 |
|
2013
Q4 | $10.6M | Buy |
121,223
+6,656
| +6% | +$580K | 0.74% | 26 |
|
2013
Q3 | $9.92M | Buy |
114,567
+24,964
| +28% | +$2.16M | 0.88% | 23 |
|
2013
Q2 | $7.76M | Buy |
+89,603
| New | +$7.76M | 1.53% | 15 |
|