Crewe Advisors’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 | – | Sell |
-2,773
| Closed | -$281K | – | 927 |
|
|
2024
Q2 | $281K | Buy |
2,773
+349
| +14% | +$35.4K | 0.03% | 145 |
|
|
2024
Q1 | $222K | Buy |
+2,424
| New | +$222K | 0.03% | 159 |
|
|
2023
Q3 | – | Sell |
-2,255
| Closed | -$220K | – | 842 |
|
|
2023
Q2 | $220K | Sell |
2,255
-571
| -20% | -$55.7K | 0.03% | 131 |
|
|
2023
Q1 | $275K | Sell |
2,826
-156
| -5% | -$15.2K | 0.04% | 126 |
|
|
2022
Q4 | $302K | Buy |
2,982
+950
| +47% | +$96.1K | 0.05% | 114 |
|
|
2022
Q3 | $169K | Buy |
2,032
+134
| +7% | +$11.1K | 0.03% | 165 |
|
|
2022
Q2 | $187K | Buy |
1,898
+471
| +33% | +$46.4K | 0.04% | 141 |
|
|
2022
Q1 | $134K | Buy |
1,427
+1,002
| +236% | +$94.1K | 0.03% | 150 |
|
|
2021
Q4 | $40K | Buy |
425
+125
| +42% | +$11.8K | 0.01% | 208 |
|
|
2021
Q3 | $28K | Hold |
300
| – | – | 0.01% | 195 |
|
|
2021
Q2 | $30K | Hold |
300
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $27K | Hold |
300
| – | – | 0.01% | 198 |
|
|
2020
Q4 | $25K | Sell |
300
-172
| -36% | -$14.3K | 0.01% | 188 |
|
|
2020
Q3 | $35K | Buy |
472
+172
| +57% | +$12.8K | 0.02% | 148 |
|
|
2020
Q2 | $21K | Hold |
300
| – | – | 0.01% | 141 |
|
|
2020
Q1 | $22K | Hold |
300
| – | – | 0.01% | 124 |
|
|
2019
Q4 | $26K | Hold |
300
| – | – | 0.01% | 141 |
|
|
2019
Q3 | $23K | Hold |
300
| – | – | 0.01% | 155 |
|
|
2019
Q2 | $24K | Hold |
300
| – | – | 0.01% | 175 |
|
|
2019
Q1 | $27K | Hold |
300
| – | – | 0.01% | 148 |
|
|
2018
Q4 | $20K | Hold |
300
| – | – | 0.01% | 160 |
|
|
2018
Q3 | $24K | Buy |
+300
| New | +$24K | 0.02% | 167 |
|