EPG Wealth 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
Q3 | – | Sell |
-2,081
| Closed | -$203K | – | 435 |
|
|
2023
Q2 | $203K | Sell |
2,081
-1
| -0% | -$98 | 0.06% | 231 |
|
|
2023
Q1 | $202K | Sell |
2,082
-129
| -6% | -$12.5K | 0.06% | 232 |
|
|
2022
Q4 | $224K | Buy |
+2,211
| New | +$224K | 0.09% | 198 |
|
|
2022
Q3 | – | Sell |
-2,159
| Closed | -$213K | – | 393 |
|
|
2022
Q2 | $213K | Sell |
2,159
-373
| -15% | -$36.8K | 0.09% | 205 |
|
|
2022
Q1 | $238K | Buy |
2,532
+123
| +5% | +$11.6K | 0.08% | 206 |
|
|
2021
Q4 | $229K | Buy |
2,409
+21
| +0.9% | +$2K | 0.08% | 210 |
|
|
2021
Q3 | $226K | Buy |
2,388
+19
| +0.8% | +$1.8K | 0.09% | 191 |
|
|
2021
Q2 | $235K | Buy |
2,369
+36
| +2% | +$3.57K | 0.1% | 180 |
|
|
2021
Q1 | $207K | Buy |
+2,333
| New | +$207K | 0.1% | 184 |
|
|
2020
Q2 | – | Sell |
-2,136
| Closed | -$156K | – | 597 |
|
|
2020
Q1 | $156K | Buy |
2,136
+382
| +22% | +$27.9K | 0.11% | 141 |
|
|
2019
Q4 | $149K | Buy |
+1,754
| New | +$149K | 0.11% | 122 |
|