CFAM
Center For Asset Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,306
| Closed | -$1M | – | 123 |
|
|
2023
Q1 | $1M | Buy |
10,306
+160
| +2% | +$15.6K | 0.98% | 21 |
|
|
2022
Q4 | $1.03M | Buy |
10,146
+19
| +0.2% | +$1.92K | 0.96% | 24 |
|
|
2022
Q3 | $841K | Buy |
10,127
+2,431
| +32% | +$202K | 0.84% | 26 |
|
|
2022
Q2 | $760K | Buy |
+7,696
| New | +$760K | 0.7% | 31 |
|
|
2021
Q3 | – | Sell |
-3,098
| Closed | -$307K | – | 108 |
|
|
2021
Q2 | $307K | Buy |
3,098
+329
| +12% | +$32.6K | 0.26% | 68 |
|
|
2021
Q1 | $246K | Sell |
2,769
-262
| -9% | -$23.3K | 0.24% | 75 |
|
|
2020
Q4 | $251K | Buy |
+3,031
| New | +$251K | 0.25% | 69 |
|