BFA
BMS Financial Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $604K | Sell |
6,186
-2,250
| -27% | -$220K | 0.39% | 40 |
|
|
2023
Q1 | $820K | Buy |
8,436
+892
| +12% | +$86.7K | 0.57% | 30 |
|
|
2022
Q4 | $764K | Buy |
7,544
+90
| +1% | +$9.11K | 0.51% | 33 |
|
|
2022
Q3 | $619K | Sell |
7,454
-650
| -8% | -$54K | 0.43% | 42 |
|
|
2022
Q2 | $800K | Buy |
8,104
+371
| +5% | +$36.6K | 0.52% | 26 |
|
|
2022
Q1 | $726K | Buy |
7,733
+292
| +4% | +$27.4K | 0.46% | 38 |
|
|
2021
Q4 | $707K | Buy |
+7,441
| New | +$707K | 0.45% | 40 |
|