Eagle Ridge Investment Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,181
| Closed | -$309K | – | 157 |
|
|
2023
Q1 | $309K | Buy |
+3,181
| New | +$309K | 0.03% | 127 |
|
|
2018
Q2 | – | Sell |
-2,288
| Closed | -$227K | – | 180 |
|
|
2018
Q1 | $227K | Buy |
+2,288
| New | +$227K | 0.04% | 163 |
|
|
2014
Q1 | – | Sell |
-3,396
| Closed | -$296K | – | 60 |
|
|
2013
Q4 | $296K | Sell |
3,396
-835
| -20% | -$72.8K | 0.15% | 47 |
|
|
2013
Q3 | $366K | Sell |
4,231
-3,185
| -43% | -$276K | 0.2% | 43 |
|
|
2013
Q2 | $662K | Buy |
+7,416
| New | +$662K | 0.38% | 37 |
|