BigSur Wealth Management’s Philip Morris PM Stock Holding History

BigSur Wealth Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,300	Closed	-$227K	–	131
2023 Q1	$227K	Hold	2,300	–	–	0.11%	106
2022 Q4	$236K	Sell	2,300 -1,000	-30%	-$94.4K	0.11%	103
2022 Q3	$279K	Sell	3,300 -125	-4%	-$11.9K	0.14%	100
2022 Q2	$344K	Hold	3,425	–	–	0.16%	93
2022 Q1	$326K	Hold	3,425	–	–	0.13%	102
2021 Q4	$331K	Hold	3,425	–	–	0.13%	104
2021 Q3	$330K	Hold	3,425	–	–	0.15%	93
2021 Q2	$345K	Hold	3,425	–	–	0.16%	89
2021 Q1	$309K	Hold	3,425	–	–	0.16%	88
2020 Q4	$288K	Hold	3,425	–	–	0.16%	82
2020 Q3	$261K	Hold	3,425	–	–	0.17%	80
2020 Q2	$245K	Hold	3,425	–	–	0.18%	84
2020 Q1	$255K	Hold	3,425	–	–	0.19%	85
2019 Q4	$296K	Hold	3,425	–	–	0.17%	88
2019 Q3	$264K	Hold	3,425	–	–	0.18%	83
2019 Q2	$271K	Hold	3,425	–	–	0.19%	86
2019 Q1	$307K	Hold	3,425	–	–	0.2%	81
2018 Q4	$233K	Hold	3,425	–	–	0.17%	86
2018 Q3	$283K	Sell	3,425 -3,024	-47%	-$248K	0.18%	84
2018 Q2	$528K	Hold	6,449	–	–	0.38%	51
2018 Q1	$652K	Hold	6,449	–	–	0.46%	39
2017 Q4	$688K	Hold	6,449	–	–	0.68%	33
2017 Q3	$727K	Hold	6,449	–	–	0.73%	34
2017 Q2	$747K	Hold	6,449	–	–	0.76%	31
2017 Q1	$722K	Sell	6,449 -641	-9%	-$66.1K	0.78%	30
2016 Q4	$656K	Buy	+7,090	New	+$657K	0.88%	28

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BigSur Wealth Management's PM Position: Q2 2023 in Review

BigSur Wealth Management sold out of Philip Morris (PM) in Q2 2023, closing a stake of 2,300 shares — an estimated $227K sold.

BigSur Wealth Management first reported a position in PM in Q4 2016 and held it in 26 quarters. The position peaked at $747K in Q2 2017. 2,033 funds tracked by Wall St. Rank hold PM as of Q2 2023.

BigSur Wealth Management reported no remaining Philip Morris position as of Q2 2023 after selling out during the quarter.
BigSur Wealth Management sold 2,300 Philip Morris shares in Q2 2023, an estimated $227K.
BigSur Wealth Management first reported a position in Philip Morris in Q4 2016 and held it in 26 quarters.
BigSur Wealth Management's Philip Morris position peaked at $747K in Q2 2017.
2,033 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on BigSur Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.