Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,782
| Closed | -$484K | – | 182 |
|
|
2022
Q4 | $484K | Buy |
+4,782
| New | +$484K | 0.07% | 113 |
|
|
2022
Q3 | – | Sell |
-1,840
| Closed | -$182K | – | 564 |
|
|
2022
Q2 | $182K | Buy |
1,840
+381
| +26% | +$37.7K | 0.04% | 124 |
|
|
2022
Q1 | $137K | Buy |
1,459
+420
| +40% | +$39.4K | 0.02% | 134 |
|
|
2021
Q4 | $98K | Buy |
+1,039
| New | +$98K | 0.02% | 143 |
|
|
2021
Q1 | – | Sell |
-933
| Closed | -$77K | – | 386 |
|
|
2020
Q4 | $77K | Buy |
+933
| New | +$77K | 0.06% | 126 |
|