Berman Capital Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $467K | Buy |
4,933
+1,538
| +45% | +$146K | 0.07% | 141 |
|
|
2021
Q2 | $336K | Buy |
3,395
+1,071
| +46% | +$106K | 0.05% | 164 |
|
|
2021
Q1 | $205K | Buy |
2,324
+648
| +39% | +$57.2K | 0.04% | 187 |
|
|
2020
Q4 | $137K | Sell |
1,676
-1,542
| -48% | -$126K | 0.03% | 212 |
|
|
2020
Q3 | $239K | Sell |
3,218
-1,695
| -35% | -$126K | 0.07% | 132 |
|
|
2020
Q2 | $343K | Sell |
4,913
-1,416
| -22% | -$98.9K | 0.09% | 89 |
|
|
2020
Q1 | $459K | Buy |
6,329
+1,567
| +33% | +$114K | 0.15% | 67 |
|
|
2019
Q4 | $405K | Buy |
4,762
+427
| +10% | +$36.3K | 0.12% | 81 |
|
|
2019
Q3 | $328K | Buy |
4,335
+24
| +0.6% | +$1.82K | 0.1% | 91 |
|
|
2019
Q2 | $337K | Buy |
4,311
+442
| +11% | +$34.6K | 0.11% | 91 |
|
|
2019
Q1 | $342K | Sell |
3,869
-55
| -1% | -$4.86K | 0.11% | 81 |
|
|
2018
Q4 | $260K | Sell |
3,924
-251
| -6% | -$16.6K | 0.1% | 91 |
|
|
2018
Q3 | $340K | Buy |
4,175
+206
| +5% | +$16.8K | 0.14% | 72 |
|
|
2018
Q2 | $322K | Sell |
3,969
-140
| -3% | -$11.4K | 0.11% | 79 |
|
|
2018
Q1 | $409K | Buy |
+4,109
| New | +$409K | 0.16% | 63 |
|