Carroll Investors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,438
| Closed | -$236K | – | 31 |
|
2023
Q1 | $236K | Hold |
2,438
| – | – | 0.19% | 37 |
|
2022
Q4 | $247K | Hold |
2,438
| – | – | 0.26% | 37 |
|
2022
Q3 | $206K | Buy |
+2,438
| New | +$206K | 0.17% | 42 |
|
2022
Q2 | – | Sell |
-962
| Closed | -$89K | – | 127 |
|
2022
Q1 | $89K | Hold |
962
| – | – | 0.06% | 52 |
|
2021
Q4 | $90K | Buy |
+962
| New | +$90K | 0.05% | 64 |
|