Enlightenment Research’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 | – | Sell |
-3,200
| Closed | -$316K | – | 143 |
|
2022
Q2 | $316K | Buy |
+3,200
| New | +$316K | 0.68% | 59 |
|
2021
Q3 | – | Sell |
-8,500
| Closed | -$842K | – | 188 |
|
2021
Q2 | $842K | Buy |
8,500
+5,700
| +204% | +$565K | 1.07% | 26 |
|
2021
Q1 | $248K | Buy |
+2,800
| New | +$248K | 0.3% | 99 |
|
2020
Q3 | – | Sell |
-3,900
| Closed | -$273K | – | 112 |
|
2020
Q2 | $273K | Buy |
+3,900
| New | +$273K | 0.65% | 48 |
|
2019
Q3 | – | Sell |
-11,500
| Closed | -$887K | – | 243 |
|
2019
Q2 | $887K | Buy |
+11,500
| New | +$887K | 0.45% | 54 |
|
2019
Q1 | – | Sell |
-11,600
| Closed | -$774K | – | 506 |
|
2018
Q4 | $774K | Buy |
+11,600
| New | +$774K | 0.96% | 16 |
|