BTR Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $203K | Sell |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $238K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $225K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $312K | Buy |
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|
2018
Q2 | $288K | Sell |
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|
2018
Q1 | $368K | Sell |
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|
2017
Q4 | $472K | Hold |
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|
2017
Q3 | $496K | Hold |
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|
2017
Q2 | $525K | Sell |
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|
2017
Q1 | $538K | Sell |
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|
2016
Q4 | $562K | Hold |
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|
2016
Q3 | $562K | Hold |
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|
2016
Q2 | $588K | Hold |
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|
2016
Q1 | $567K | Buy |
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|
2015
Q4 | $468K | Sell |
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|
2015
Q3 | $429K | Buy |
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|
2015
Q2 | $340K | Sell |
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|
2015
Q1 | $332K | Hold |
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|
2014
Q4 | $359K | Sell |
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|
2014
Q3 | $382K | Buy |
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|
2014
Q2 | $344K | Hold |
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|
2014
Q1 | $334K | Hold |
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|
2013
Q4 | $356K | Hold |
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|
2013
Q3 | $353K | Sell |
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|
2013
Q2 | $357K | Buy |
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