Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $509K | Buy |
4,229
+42
| +1% | +$5.05K | 0.04% | 162 |
|
|
2024
Q3 | $508K | Buy |
+4,187
| New | +$508K | 0.04% | 169 |
|
|
2024
Q2 | – | Sell |
-4,230
| Closed | -$387K | – | 217 |
|
|
2024
Q1 | $387K | Sell |
4,230
-64
| -1% | -$5.85K | 0.03% | 171 |
|
|
2023
Q4 | $404K | Buy |
4,294
+192
| +5% | +$18.1K | 0.04% | 157 |
|
|
2023
Q3 | $380K | Buy |
4,102
+517
| +14% | +$47.9K | 0.04% | 152 |
|
|
2023
Q2 | $350K | Buy |
3,585
+21
| +0.6% | +$2.05K | 0.04% | 151 |
|
|
2023
Q1 | $347K | Buy |
3,564
+621
| +21% | +$60.4K | 0.04% | 152 |
|
|
2022
Q4 | $298K | Buy |
2,943
+2,703
| +1,126% | +$274K | 0.04% | 158 |
|
|
2022
Q3 | $240 | Sell |
240
-2,676
| -92% | -$2.68K | 0.03% | 159 |
|
|
2022
Q2 | $287K | Buy |
+2,916
| New | +$287K | 0.04% | 150 |
|
|
2019
Q3 | – | Sell |
-2,443
| Closed | -$192K | – | 596 |
|
|
2019
Q2 | $192K | Hold |
2,443
| – | – | 0.03% | 160 |
|
|
2019
Q1 | $216K | Buy |
2,443
+445
| +22% | +$39.3K | 0.04% | 141 |
|
|
2018
Q4 | $133K | Buy |
+1,998
| New | +$133K | 0.02% | 170 |
|