Borer Denton & Associates’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,340
| Closed | -$314K | – | 62 |
|
|
2023
Q4 | $314K | Sell |
3,340
-53
| -2% | -$4.99K | 0.12% | 50 |
|
|
2023
Q3 | $314K | Buy |
3,393
+53
| +2% | +$4.91K | 0.13% | 52 |
|
|
2023
Q2 | $326K | Hold |
3,340
| – | – | 0.13% | 54 |
|
|
2023
Q1 | $325K | Buy |
3,340
+9
| +0.3% | +$875 | 0.13% | 53 |
|
|
2022
Q4 | $337K | Hold |
3,331
| – | – | 0.15% | 51 |
|
|
2022
Q3 | $277K | Hold |
3,331
| – | – | 0.14% | 52 |
|
|
2022
Q2 | $329K | Hold |
3,331
| – | – | 0.16% | 49 |
|
|
2022
Q1 | $313K | Buy |
+3,331
| New | +$313K | 0.13% | 49 |
|