BWM
Baystate Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $59.3K | Buy |
630
+11
| +2% | +$1.04K | ﹤0.01% | 354 |
|
|
2023
Q3 | $57.4K | Buy |
619
+106
| +21% | +$9.83K | ﹤0.01% | 323 |
|
|
2023
Q2 | $50.1K | Sell |
513
-27
| -5% | -$2.64K | ﹤0.01% | 331 |
|
|
2023
Q1 | $52.6K | Buy |
540
+155
| +40% | +$15.1K | ﹤0.01% | 329 |
|
|
2022
Q4 | $39K | Sell |
385
-80
| -17% | -$8.1K | ﹤0.01% | 365 |
|
|
2022
Q3 | $39K | Sell |
465
-88
| -16% | -$7.38K | ﹤0.01% | 335 |
|
|
2022
Q2 | $55K | Buy |
553
+7
| +1% | +$696 | 0.01% | 313 |
|
|
2022
Q1 | $51K | Buy |
546
+7
| +1% | +$654 | ﹤0.01% | 316 |
|
|
2021
Q4 | $51K | Sell |
539
-703
| -57% | -$66.5K | ﹤0.01% | 322 |
|
|
2021
Q3 | $118K | Buy |
1,242
+117
| +10% | +$11.1K | 0.01% | 199 |
|
|
2021
Q2 | $112K | Buy |
1,125
+95
| +9% | +$9.46K | 0.01% | 197 |
|
|
2021
Q1 | $91K | Buy |
1,030
+4
| +0.4% | +$353 | 0.01% | 203 |
|
|
2020
Q4 | $85K | Sell |
1,026
-341
| -25% | -$28.3K | 0.01% | 190 |
|
|
2020
Q3 | $103K | Sell |
1,367
-45
| -3% | -$3.39K | 0.01% | 152 |
|
|
2020
Q2 | $99K | Buy |
1,412
+357
| +34% | +$25K | 0.01% | 156 |
|
|
2020
Q1 | $77K | Hold |
1,055
| – | – | 0.01% | 156 |
|
|
2019
Q4 | $90K | Sell |
1,055
-69
| -6% | -$5.89K | 0.01% | 175 |
|
|
2019
Q3 | $85K | Sell |
1,124
-43
| -4% | -$3.25K | 0.01% | 161 |
|
|
2019
Q2 | $91K | Buy |
1,167
+44
| +4% | +$3.43K | 0.01% | 159 |
|
|
2019
Q1 | $95K | Buy |
1,123
+1
| +0.1% | +$85 | 0.01% | 153 |
|
|
2018
Q4 | $83K | Sell |
1,122
-99
| -8% | -$7.32K | 0.01% | 156 |
|
|
2018
Q3 | $103K | Sell |
1,221
-153
| -11% | -$12.9K | 0.02% | 132 |
|
|
2018
Q2 | $114K | Sell |
1,374
-316
| -19% | -$26.2K | 0.02% | 117 |
|
|
2018
Q1 | $141K | Buy |
1,690
+7
| +0.4% | +$584 | 0.02% | 98 |
|
|
2017
Q4 | $183K | Sell |
1,683
-635
| -27% | -$69K | 0.03% | 92 |
|
|
2017
Q3 | $263K | Buy |
2,318
+265
| +13% | +$30.1K | 0.04% | 66 |
|
|
2017
Q2 | $244K | Buy |
2,053
+7
| +0.3% | +$832 | 0.04% | 66 |
|
|
2017
Q1 | $238K | Buy |
2,046
+647
| +46% | +$75.3K | 0.05% | 68 |
|
|
2016
Q4 | $126K | Buy |
+1,399
| New | +$126K | 0.03% | 93 |
|
|
2013
Q3 | – | Sell |
-947
| Closed | -$82K | – | 180 |
|
|
2013
Q2 | $82K | Buy |
+947
| New | +$82K | 0.04% | 66 |
|