DFPG Investments’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.56M | Sell |
58,247
-6,103
| -9% | -$582K | 0.43% | 52 |
|
|
2023
Q3 | $5.78M | Buy |
64,350
+2,191
| +4% | +$197K | 0.54% | 38 |
|
|
2023
Q2 | $6.14M | Buy |
62,159
+497
| +0.8% | +$49.1K | 0.55% | 39 |
|
|
2023
Q1 | $6M | Buy |
61,662
+12,141
| +25% | +$1.18M | 0.64% | 27 |
|
|
2022
Q4 | $5.05M | Buy |
49,521
+45,886
| +1,262% | +$4.68M | 0.83% | 23 |
|
|
2022
Q3 | $314K | Buy |
3,635
+28
| +0.8% | +$2.42K | 0.13% | 121 |
|
|
2022
Q2 | $323K | Sell |
3,607
-118
| -3% | -$10.6K | 0.14% | 111 |
|
|
2022
Q1 | $376K | Buy |
3,725
+221
| +6% | +$22.3K | 0.15% | 103 |
|
|
2021
Q4 | $357K | Buy |
3,504
+454
| +15% | +$46.3K | 0.15% | 114 |
|
|
2021
Q3 | $301K | Buy |
3,050
+120
| +4% | +$11.8K | 0.11% | 128 |
|
|
2021
Q2 | $286K | Buy |
+2,930
| New | +$286K | 0.11% | 130 |
|