Brandywine Oak Private Wealth’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,256
| Closed | -$207K | – | 236 |
|
|
2024
Q1 | $207K | Buy |
+2,256
| New | +$207K | 0.02% | 228 |
|
|
2022
Q3 | – | Sell |
-2,180
| Closed | -$215K | – | 314 |
|
|
2022
Q2 | $215K | Sell |
2,180
-1
| -0% | -$99 | 0.03% | 300 |
|
|
2022
Q1 | $204K | Sell |
2,181
-232
| -10% | -$21.7K | 0.02% | 330 |
|
|
2021
Q4 | $229K | Sell |
2,413
-357
| -13% | -$33.9K | 0.03% | 317 |
|
|
2021
Q3 | $267K | Hold |
2,770
| – | – | 0.03% | 276 |
|
|
2021
Q2 | $274K | Sell |
2,770
-413
| -13% | -$40.9K | 0.03% | 258 |
|
|
2021
Q1 | $282K | Sell |
3,183
-133
| -4% | -$11.8K | 0.04% | 216 |
|
|
2020
Q4 | $274K | Sell |
3,316
-33
| -1% | -$2.73K | 0.04% | 213 |
|
|
2020
Q3 | $251K | Buy |
3,349
+83
| +3% | +$6.22K | 0.04% | 214 |
|
|
2020
Q2 | $228K | Buy |
3,266
+205
| +7% | +$14.3K | 0.04% | 217 |
|
|
2020
Q1 | $223K | Hold |
3,061
| – | – | 0.05% | 195 |
|
|
2019
Q4 | $260K | Sell |
3,061
-19
| -0.6% | -$1.61K | 0.05% | 204 |
|
|
2019
Q3 | $233K | Hold |
3,080
| – | – | 0.04% | 205 |
|
|
2019
Q2 | $241K | Hold |
3,080
| – | – | 0.05% | 194 |
|
|
2019
Q1 | $272K | Sell |
3,080
-191
| -6% | -$16.9K | 0.06% | 177 |
|
|
2018
Q4 | $200K | Buy |
+3,271
| New | +$200K | 0.04% | 197 |
|