Brown Shipley & Co’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-520
| Closed | -$63.1K | – | 69 |
|
|
2024
Q3 | $63.1K | Hold |
520
| – | – | 0.03% | 53 |
|
|
2024
Q2 | $52.7K | Buy |
520
+2
| +0.4% | +$203 | 0.02% | 55 |
|
|
2024
Q1 | $47.4K | Sell |
518
-2
| -0.4% | -$183 | 0.01% | 76 |
|
|
2023
Q4 | $48.9K | Hold |
520
| – | – | 0.02% | 68 |
|
|
2023
Q3 | $48.1K | Hold |
520
| – | – | 0.03% | 68 |
|
|
2023
Q2 | $50.8K | Hold |
520
| – | – | 0.02% | 85 |
|
|
2023
Q1 | $50.6K | Buy |
+520
| New | +$50.6K | 0.03% | 72 |
|