Disciplined 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
Q3 | – | Sell |
-55
| Closed | -$5.37K | – | 1170 |
|
2023
Q2 | $5.37K | Sell |
55
-13
| -19% | -$1.27K | ﹤0.01% | 404 |
|
2023
Q1 | $6.61K | Buy |
68
+13
| +24% | +$1.26K | ﹤0.01% | 391 |
|
2022
Q4 | $5.57K | Sell |
55
-19
| -26% | -$1.92K | ﹤0.01% | 390 |
|
2022
Q3 | $6K | Hold |
74
| – | – | ﹤0.01% | 415 |
|
2022
Q2 | $7K | Buy |
74
+12
| +19% | +$1.14K | ﹤0.01% | 406 |
|
2022
Q1 | $6K | Buy |
62
+50
| +417% | +$4.84K | ﹤0.01% | 439 |
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 474 |
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 424 |
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 411 |
|
2021
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 371 |
|
2020
Q3 | – | Sell |
-12
| Closed | -$1K | – | 432 |
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 388 |
|
2020
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 403 |
|