Edge Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $3K | Sell |
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|
2018
Q4 | $156K | Sell |
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|
2018
Q3 | $422K | Sell |
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|
2018
Q2 | $576K | Buy |
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|
2018
Q1 | $199K | Sell |
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|
2017
Q4 | $224K | Buy |
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|
2017
Q3 | $114K | Sell |
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|
2017
Q2 | $144K | Sell |
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|
2017
Q1 | $143K | Sell |
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|
2016
Q4 | $174K | Hold |
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|
2016
Q3 | $185K | Sell |
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|
2016
Q2 | $311K | Hold |
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|
2016
Q1 | $300K | Buy |
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|
2015
Q4 | $249K | Buy |
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|
2015
Q3 | $197K | Sell |
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|
2015
Q2 | $217K | Buy |
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|
2015
Q1 | $6K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5.23M | Sell |
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|
2014
Q2 | $5.38M | Sell |
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|
2014
Q1 | $6.13M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $303K | Hold |
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|
2013
Q2 | $306K | Buy |
|