Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $403K | Buy |
4,861
+553
| +13% | +$45.8K | 0.03% | 145 |
|
|
2022
Q2 | $425K | Sell |
4,308
-234
| -5% | -$23.1K | 0.03% | 144 |
|
|
2022
Q1 | $427K | Sell |
4,542
-230
| -5% | -$21.6K | 0.03% | 163 |
|
|
2021
Q4 | $453K | Sell |
4,772
-1,033
| -18% | -$98.1K | 0.03% | 150 |
|
|
2021
Q3 | $550K | Buy |
5,805
+403
| +7% | +$38.2K | 0.04% | 137 |
|
|
2021
Q2 | $535K | Sell |
5,402
-248
| -4% | -$24.6K | 0.04% | 136 |
|
|
2021
Q1 | $501K | Sell |
5,650
-1,388
| -20% | -$123K | 0.05% | 139 |
|
|
2020
Q4 | $583K | Sell |
7,038
-120
| -2% | -$9.94K | 0.06% | 128 |
|
|
2020
Q3 | $537K | Buy |
7,158
+1,367
| +24% | +$103K | 0.06% | 123 |
|
|
2020
Q2 | $406K | Sell |
5,791
-2,110
| -27% | -$148K | 0.05% | 124 |
|
|
2020
Q1 | $576K | Buy |
7,901
+385
| +5% | +$28.1K | 0.09% | 94 |
|
|
2019
Q4 | $640K | Sell |
7,516
-402
| -5% | -$34.2K | 0.08% | 108 |
|
|
2019
Q3 | $601K | Sell |
7,918
-62
| -0.8% | -$4.71K | 0.08% | 104 |
|
|
2019
Q2 | $627K | Sell |
7,980
-105
| -1% | -$8.25K | 0.09% | 98 |
|
|
2019
Q1 | $684K | Buy |
8,085
+361
| +5% | +$30.5K | 0.1% | 92 |
|
|
2018
Q4 | $516K | Buy |
7,724
+902
| +13% | +$60.3K | 0.09% | 99 |
|
|
2018
Q3 | $556K | Buy |
6,822
+274
| +4% | +$22.3K | 0.09% | 103 |
|
|
2018
Q2 | $529K | Buy |
6,548
+345
| +6% | +$27.9K | 0.09% | 102 |
|
|
2018
Q1 | $617K | Sell |
6,203
-2,797
| -31% | -$278K | 0.1% | 88 |
|
|
2017
Q4 | $951K | Buy |
9,000
+3,072
| +52% | +$325K | 0.16% | 66 |
|
|
2017
Q3 | $658K | Buy |
5,928
+563
| +10% | +$62.5K | 0.12% | 77 |
|
|
2017
Q2 | $630K | Sell |
5,365
-94
| -2% | -$11K | 0.12% | 77 |
|
|
2017
Q1 | $616K | Buy |
+5,459
| New | +$616K | 0.13% | 72 |
|