Edge Capital Group’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$276K Sell
2,289
-10
-0.4% -$1.2K 0.01% 273
2024
Q3
$279K Sell
2,299
-330
-13% -$40.1K 0.01% 270
2024
Q2
$266K Sell
2,629
-65
-2% -$6.59K 0.01% 279
2024
Q1
$247K Sell
2,694
-225
-8% -$20.6K 0.01% 287
2023
Q4
$275K Buy
2,919
+689
+31% +$64.8K 0.02% 260
2023
Q3
$206K Sell
2,230
-164
-7% -$15.2K 0.01% 273
2023
Q2
$234K Sell
2,394
-68
-3% -$6.64K 0.01% 283
2023
Q1
$239K Sell
2,462
-399
-14% -$38.8K 0.01% 278
2022
Q4
$290K Sell
2,861
-186
-6% -$18.8K 0.02% 243
2022
Q3
$253K Buy
3,047
+157
+5% +$13K 0.02% 248
2022
Q2
$285K Sell
2,890
-13
-0.4% -$1.28K 0.02% 236
2022
Q1
$273K Buy
2,903
+50
+2% +$4.7K 0.02% 259
2021
Q4
$271K Sell
2,853
-62
-2% -$5.89K 0.02% 244
2021
Q3
$276K Sell
2,915
-102
-3% -$9.66K 0.02% 230
2021
Q2
$299K Sell
3,017
-191
-6% -$18.9K 0.02% 222
2021
Q1
$285K Sell
3,208
-111
-3% -$9.86K 0.02% 227
2020
Q4
$275K Buy
3,319
+118
+4% +$9.78K 0.02% 217
2020
Q3
$240K Sell
3,201
-127
-4% -$9.52K 0.02% 213
2020
Q2
$233K Sell
3,328
-31
-0.9% -$2.17K 0.02% 198
2020
Q1
$245K Sell
3,359
-1,041
-24% -$75.9K 0.03% 185
2019
Q4
$374K Sell
4,400
-87
-2% -$7.4K 0.04% 188
2019
Q3
$341K Buy
4,487
+525
+13% +$39.9K 0.03% 193
2019
Q2
$311K Buy
3,962
+275
+7% +$21.6K 0.03% 211
2019
Q1
$326K Sell
3,687
-90
-2% -$7.96K 0.03% 203
2018
Q4
$252K Buy
+3,777
New +$252K 0.03% 208