Epstein & White Financial’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $200K | Buy |
+2,017
| New | +$200K | 0.05% | 91 |
|
|
2019
Q3 | – | Sell |
-3,962
| Closed | -$309K | – | 79 |
|
|
2019
Q2 | $309K | Sell |
3,962
-943
| -19% | -$73.5K | 0.16% | 62 |
|
|
2019
Q1 | $439K | Sell |
4,905
-599
| -11% | -$53.6K | 0.25% | 44 |
|
|
2018
Q4 | $366K | Buy |
5,504
+118
| +2% | +$7.85K | 0.23% | 39 |
|
|
2018
Q3 | $435K | Sell |
5,386
-2,513
| -32% | -$203K | 0.29% | 38 |
|
|
2018
Q2 | $627K | Buy |
7,899
+1,087
| +16% | +$86.3K | 0.47% | 32 |
|
|
2018
Q1 | $671K | Sell |
6,812
-200
| -3% | -$19.7K | 0.43% | 33 |
|
|
2017
Q4 | $721K | Buy |
+7,012
| New | +$721K | 0.42% | 36 |
|