BDO Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $77.5K | Buy |
794
+266
| +50% | +$26K | 0.01% | 366 |
|
|
2023
Q1 | $51.3K | Sell |
528
-39
| -7% | -$3.79K | 0.01% | 419 |
|
|
2022
Q4 | $57.4K | Buy |
567
+2
| +0.4% | +$202 | 0.01% | 395 |
|
|
2022
Q3 | $47K | Buy |
565
+1
| +0.2% | +$83 | 0.01% | 414 |
|
|
2022
Q2 | $56K | Buy |
564
+2
| +0.4% | +$199 | 0.01% | 393 |
|
|
2022
Q1 | $53K | Buy |
562
+76
| +16% | +$7.17K | 0.01% | 420 |
|
|
2021
Q4 | $46K | Sell |
486
-1,165
| -71% | -$110K | ﹤0.01% | 459 |
|
|
2021
Q3 | $156K | Buy |
1,651
+2
| +0.1% | +$189 | 0.02% | 311 |
|
|
2021
Q2 | $163K | Sell |
1,649
-215
| -12% | -$21.3K | 0.02% | 317 |
|
|
2021
Q1 | $165K | Buy |
1,864
+148
| +9% | +$13.1K | 0.02% | 312 |
|
|
2020
Q4 | $142K | Buy |
1,716
+3
| +0.2% | +$248 | 0.02% | 264 |
|
|
2020
Q3 | $128K | Sell |
1,713
-100
| -6% | -$7.47K | 0.02% | 249 |
|
|
2020
Q2 | $127K | Sell |
1,813
-333
| -16% | -$23.3K | 0.02% | 258 |
|
|
2020
Q1 | $157K | Buy |
2,146
+312
| +17% | +$22.8K | 0.03% | 224 |
|
|
2019
Q4 | $156K | Buy |
1,834
+3
| +0.2% | +$255 | 0.04% | 213 |
|
|
2019
Q3 | $139K | Sell |
1,831
-596
| -25% | -$45.2K | 0.04% | 225 |
|
|
2019
Q2 | $191K | Sell |
2,427
-143
| -6% | -$11.3K | 0.05% | 193 |
|
|
2019
Q1 | $227K | Sell |
2,570
-773
| -23% | -$68.3K | 0.07% | 162 |
|
|
2018
Q4 | $223K | Buy |
3,343
+184
| +6% | +$12.3K | 0.08% | 140 |
|
|
2018
Q3 | $258K | Buy |
3,159
+14
| +0.4% | +$1.14K | 0.08% | 131 |
|
|
2018
Q2 | $254K | Buy |
3,145
+688
| +28% | +$55.6K | 0.09% | 137 |
|
|
2018
Q1 | $244K | Buy |
2,457
+1,008
| +70% | +$100K | 0.09% | 117 |
|
|
2017
Q4 | $153K | Buy |
1,449
+934
| +181% | +$98.6K | 0.07% | 126 |
|
|
2017
Q3 | $57K | Sell |
515
-998
| -66% | -$110K | 0.03% | 186 |
|
|
2017
Q2 | $178K | Buy |
+1,513
| New | +$178K | 0.08% | 132 |
|