Concert Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,225
| Closed | -$261K | – | 109 |
|
|
2017
Q2 | $261K | Sell |
2,225
-6,974
| -76% | -$818K | 0.25% | 114 |
|
|
2017
Q1 | $834K | Sell |
9,199
-501
| -5% | -$45.4K | 0.19% | 158 |
|
|
2016
Q4 | $880K | Sell |
9,700
-54,192
| -85% | -$4.92M | 0.2% | 151 |
|
|
2016
Q3 | $6.21M | Buy |
63,892
+456
| +0.7% | +$44.3K | 0.75% | 18 |
|
|
2016
Q2 | $6.45M | Buy |
63,436
+6,159
| +11% | +$626K | 0.88% | 14 |
|
|
2016
Q1 | $5.61M | Buy |
57,277
+583
| +1% | +$57.1K | 0.75% | 18 |
|
|
2015
Q4 | $4.98M | Sell |
56,694
-2,908
| -5% | -$255K | 0.67% | 26 |
|
|
2015
Q3 | $4.75M | Buy |
59,602
+13,620
| +30% | +$1.08M | 0.64% | 28 |
|
|
2015
Q2 | $3.68M | Sell |
45,982
-4,034
| -8% | -$323K | 0.48% | 37 |
|
|
2015
Q1 | $2.5M | Buy |
50,016
+3,232
| +7% | +$161K | 0.71% | 25 |
|
|
2014
Q4 | $3.8M | Buy |
46,784
+36,891
| +373% | +$3M | 0.58% | 23 |
|
|
2014
Q3 | $825K | Sell |
9,893
-4,072
| -29% | -$340K | 0.11% | 168 |
|
|
2014
Q2 | $1.12M | Buy |
13,965
+331
| +2% | +$26.6K | 0.14% | 118 |
|
|
2014
Q1 | $1.1M | Sell |
13,634
-363
| -3% | -$29.3K | 0.14% | 119 |
|
|
2013
Q4 | $1.22M | Buy |
13,997
+537
| +4% | +$46.9K | 0.16% | 104 |
|
|
2013
Q3 | $1.17M | Buy |
13,460
+1,878
| +16% | +$163K | 0.17% | 99 |
|
|
2013
Q2 | $1M | Buy |
+11,582
| New | +$1M | 0.15% | 105 |
|