Executive Wealth Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $788K | Buy |
8,679
+5,825
| +204% | +$529K | 0.16% | 42 |
|
|
2023
Q4 | $268K | Buy |
2,854
+39
| +1% | +$3.67K | 0.17% | 43 |
|
|
2023
Q3 | $261K | Buy |
2,815
+36
| +1% | +$3.33K | 0.19% | 44 |
|
|
2023
Q2 | $271K | Buy |
2,779
+36
| +1% | +$3.51K | 0.18% | 43 |
|
|
2023
Q1 | $267K | Buy |
2,743
+33
| +1% | +$3.21K | 0.19% | 43 |
|
|
2022
Q4 | $274K | Buy |
2,710
+40
| +1% | +$4.05K | 0.21% | 41 |
|
|
2022
Q3 | $222K | Buy |
2,670
+37
| +1% | +$3.07K | 0.19% | 43 |
|
|
2022
Q2 | $260K | Buy |
2,633
+32
| +1% | +$3.16K | 0.2% | 43 |
|
|
2022
Q1 | $244K | Buy |
2,601
+33
| +1% | +$3.1K | 0.16% | 44 |
|
|
2021
Q4 | $244K | Buy |
2,568
+33
| +1% | +$3.14K | 0.15% | 45 |
|
|
2021
Q3 | $240K | Buy |
2,535
+30
| +1% | +$2.84K | 0.15% | 46 |
|
|
2021
Q2 | $248K | Buy |
2,505
+33
| +1% | +$3.27K | 0.15% | 46 |
|
|
2021
Q1 | $219K | Buy |
2,472
+35
| +1% | +$3.11K | 0.14% | 45 |
|
|
2020
Q4 | $202K | Buy |
+2,437
| New | +$202K | 0.14% | 45 |
|