Doyle Wealth Management’s Philip Morris PM Stock Holding History

Doyle Wealth Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$403K	Buy	4,861 +553	+13%	+$52.7K	0.03%	145
2022 Q2	$425K	Sell	4,308 -234	-5%	-$23.9K	0.03%	144
2022 Q1	$427K	Sell	4,542 -230	-5%	-$23K	0.03%	163
2021 Q4	$453K	Sell	4,772 -1,033	-18%	-$96.6K	0.03%	150
2021 Q3	$550K	Buy	5,805 +403	+7%	+$40.5K	0.04%	137
2021 Q2	$535K	Sell	5,402 -248	-4%	-$23.8K	0.04%	136
2021 Q1	$501K	Sell	5,650 -1,388	-20%	-$118K	0.05%	139
2020 Q4	$583K	Sell	7,038 -120	-2%	-$9.34K	0.06%	128
2020 Q3	$537K	Buy	7,158 +1,367	+24%	+$105K	0.06%	123
2020 Q2	$406K	Sell	5,791 -2,110	-27%	-$154K	0.05%	124
2020 Q1	$576K	Buy	7,901 +385	+5%	+$31.7K	0.09%	94
2019 Q4	$640K	Sell	7,516 -402	-5%	-$33.1K	0.08%	108
2019 Q3	$601K	Sell	7,918 -62	-0.8%	-$4.91K	0.08%	104
2019 Q2	$627K	Sell	7,980 -105	-1%	-$8.67K	0.09%	98
2019 Q1	$684K	Buy	8,085 +361	+5%	+$29.1K	0.1%	92
2018 Q4	$516K	Buy	7,724 +902	+13%	+$75.3K	0.09%	99
2018 Q3	$556K	Buy	6,822 +274	+4%	+$22.5K	0.09%	103
2018 Q2	$529K	Buy	6,548 +345	+6%	+$29.3K	0.09%	102
2018 Q1	$617K	Sell	6,203 -2,797	-31%	-$291K	0.1%	88
2017 Q4	$951K	Buy	9,000 +3,072	+52%	+$327K	0.16%	66
2017 Q3	$658K	Buy	5,928 +563	+10%	+$65.5K	0.12%	77
2017 Q2	$630K	Sell	5,365 -94	-2%	-$10.9K	0.12%	77
2017 Q1	$616K	Buy	+5,459	New	+$563K	0.13%	72

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Doyle Wealth Management's PM Position: Q3 2022 in Review

Doyle Wealth Management increased its Philip Morris (PM) stake by 13% in Q3 2022, buying an estimated $52.7K and bringing the position to 4,861 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #145.

Doyle Wealth Management first reported a position in PM in Q1 2017 and has held it in 23 quarters since. The position peaked at $951K in Q4 2017. 1,942 funds tracked by Wall St. Rank hold PM as of Q3 2022.

Doyle Wealth Management held 4,861 shares of Philip Morris worth $403K as of Q3 2022.
Doyle Wealth Management bought 553 Philip Morris shares in Q3 2022, an estimated $52.7K.
Philip Morris made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #145 holding.
Doyle Wealth Management first reported a position in Philip Morris in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Philip Morris position peaked at $951K in Q4 2017.
1,942 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.