Dowling & Yahnke’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $362K | Buy |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $496K | Sell |
|
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|
2021
Q3 | $549K | Sell |
|
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|
2021
Q2 | $578K | Sell |
|
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|
2021
Q1 | $585K | Sell |
|
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|
2020
Q4 | $698K | Buy |
|
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|
2020
Q3 | $501K | Buy |
|
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|
2020
Q2 | $458K | Sell |
|
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|
2020
Q1 | $501K | Buy |
|
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|
2019
Q4 | $582K | Sell |
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|
2019
Q3 | $520K | Buy |
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|
2019
Q2 | $528K | Sell |
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|
2019
Q1 | $595K | Sell |
|
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|
2018
Q4 | $600K | Buy |
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|
2018
Q3 | $548K | Sell |
|
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|
2018
Q2 | $556K | Sell |
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|
2018
Q1 | $691K | Sell |
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|
2017
Q4 | $752K | Sell |
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|
2017
Q3 | $801K | Buy |
|
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|
2017
Q2 | $847K | Sell |
|
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|
2017
Q1 | $1.16M | Buy |
|
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|
2016
Q4 | $645K | Sell |
|
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|
2016
Q3 | $716K | Buy |
|
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|
2016
Q2 | $732K | Sell |
|
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|
2016
Q1 | $723K | Sell |
|
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|
2015
Q4 | $650K | Buy |
|
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|
2015
Q3 | $449K | Sell |
|
|||||
|
2015
Q2 | $547K | Buy |
|
|||||
|
2015
Q1 | $445K | Buy |
|
|||||
|
2014
Q4 | $473K | Sell |
|
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|
2014
Q3 | $509K | Buy |
|
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|
2014
Q2 | $439K | Hold |
|
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|
2014
Q1 | $426K | Sell |
|
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|
2013
Q4 | $479K | Buy |
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|
2013
Q3 | $420K | Buy |
|
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|
2013
Q2 | $415K | Buy |
|