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EPG Wealth Management’s Philip Morris PM Stock Holding History

EPG Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,081
Closed -$203K – 435
2023
Q2 		$203K Sell
2,081
-1
-0% -$96 0.06% 231
2023
Q1 		$202K Sell
2,082
-129
-6% -$12.9K 0.06% 232
2022
Q4 		$224K Buy
+2,211
New +$209K 0.09% 198
2022
Q3 		– Sell
-2,159
Closed -$213K – 393
2022
Q2 		$213K Sell
2,159
-373
-15% -$38K 0.09% 205
2022
Q1 		$238K Buy
2,532
+123
+5% +$12.3K 0.08% 206
2021
Q4 		$229K Buy
2,409
+21
+0.9% +$1.96K 0.08% 210
2021
Q3 		$226K Buy
2,388
+19
+0.8% +$1.91K 0.09% 191
2021
Q2 		$235K Buy
2,369
+36
+2% +$3.45K 0.1% 180
2021
Q1 		$207K Buy
+2,333
New +$198K 0.1% 184
2020
Q2 		– Sell
-2,136
Closed -$156K – 594
2020
Q1 		$156K Buy
2,136
+382
+22% +$31.4K 0.11% 141
2019
Q4 		$149K Buy
+1,754
New +$145K 0.11% 122

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EPG Wealth Management's PM Position: Q3 2023 in Review

EPG Wealth Management sold out of Philip Morris (PM) in Q3 2023, closing a stake of 2,081 shares — an estimated $203K sold.

EPG Wealth Management first reported a position in PM in Q4 2019 and held it in 11 quarters. The position peaked at $238K in Q1 2022. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

  • EPG Wealth Management reported no remaining Philip Morris position as of Q3 2023 after selling out during the quarter.
  • EPG Wealth Management sold 2,081 Philip Morris shares in Q3 2023, an estimated $203K.
  • EPG Wealth Management first reported a position in Philip Morris in Q4 2019 and held it in 11 quarters.
  • EPG Wealth Management's Philip Morris position peaked at $238K in Q1 2022.
  • 2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on EPG Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.