CIC 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
Q3 | $854K | Sell |
7,037
-638
| -8% | -$77.5K | 0.22% | 78 |
|
|
2024
Q2 | $778K | Sell |
7,675
-1,936
| -20% | -$196K | 0.21% | 78 |
|
|
2024
Q1 | $881K | Sell |
9,611
-55
| -0.6% | -$5.04K | 0.26% | 72 |
|
|
2023
Q4 | $909K | Sell |
9,666
-823
| -8% | -$77.4K | 0.29% | 71 |
|
|
2023
Q3 | $971K | Sell |
10,489
-175
| -2% | -$16.2K | 0.35% | 60 |
|
|
2023
Q2 | $1.04M | Sell |
10,664
-933
| -8% | -$91.1K | 0.36% | 58 |
|
|
2023
Q1 | $1.13M | Sell |
11,597
-1,045
| -8% | -$102K | 0.43% | 55 |
|
|
2022
Q4 | $1.28M | Buy |
+12,642
| New | +$1.28M | 0.53% | 52 |
|