BCFD
Boit C.F. David’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Hold |
3,820
| – | – | 0.33% | 53 |
|
|
2025
Q1 | $606K | Hold |
3,820
| – | – | 0.3% | 56 |
|
|
2024
Q4 | $460K | Hold |
3,820
| – | – | 0.19% | 66 |
|
|
2024
Q3 | $457K | Hold |
3,820
| – | – | 0.23% | 66 |
|
|
2024
Q2 | $387K | Hold |
3,820
| – | – | 0.2% | 68 |
|
|
2024
Q1 | $367K | Hold |
3,820
| – | – | 0.2% | 65 |
|
|
2023
Q4 | $365K | Hold |
3,820
| – | – | 0.21% | 65 |
|
|
2023
Q3 | $349K | Hold |
3,820
| – | – | 0.24% | 56 |
|
|
2023
Q2 | $373K | Hold |
3,820
| – | – | 0.25% | 58 |
|
|
2023
Q1 | $388K | Hold |
3,820
| – | – | 0.26% | 53 |
|
|
2022
Q4 | $387K | Hold |
3,820
| – | – | 0.28% | 54 |
|
|
2022
Q3 | $317K | Buy |
+3,820
| New | +$317K | 0.26% | 57 |
|
|
2022
Q1 | $363K | Hold |
3,820
| – | – | 0.24% | 59 |
|
|
2021
Q4 | $363K | Hold |
3,820
| – | – | 0.23% | 62 |
|
|
2021
Q3 | $367K | Buy |
3,820
+3,300
| +635% | +$317K | 0.25% | 60 |
|
|
2021
Q2 | $52K | Buy |
+520
| New | +$52K | 0.04% | 91 |
|