Biltmore Family Office’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,478
| Closed | -$1.04M | – | 218 |
|
|
2019
Q3 | $1.04M | Buy |
+13,478
| New | +$1.04M | 0.45% | 65 |
|
|
2018
Q4 | – | Sell |
-2,976
| Closed | -$247K | – | 148 |
|
|
2018
Q3 | $247K | Sell |
2,976
-1,088
| -27% | -$90.3K | 0.12% | 136 |
|
|
2018
Q2 | $333K | Sell |
4,064
-43,885
| -92% | -$3.6M | 0.17% | 111 |
|
|
2018
Q1 | $4.82M | Hold |
47,949
| – | – | 2.14% | 10 |
|
|
2017
Q4 | $5.12M | Buy |
+47,949
| New | +$5.12M | 2.31% | 8 |
|