Financial Architects (New Jersey)’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $441K | Sell |
4,518
-21
| -0.5% | -$2.05K | 0.07% | 223 |
|
|
2023
Q1 | $441K | Sell |
4,539
-15
| -0.3% | -$1.46K | 0.07% | 220 |
|
|
2022
Q4 | $461K | Sell |
4,554
-1
| -0% | -$101 | 0.08% | 221 |
|
|
2022
Q3 | $378K | Buy |
+4,555
| New | +$378K | 0.07% | 227 |
|
|
2022
Q2 | – | Sell |
-4,352
| Closed | -$409K | – | 208 |
|
|
2022
Q1 | $409K | Sell |
4,352
-401
| -8% | -$37.7K | 0.06% | 223 |
|
|
2021
Q4 | $452K | Buy |
4,753
+204
| +4% | +$19.4K | 0.06% | 217 |
|
|
2021
Q3 | $431K | Sell |
4,549
-271
| -6% | -$25.7K | 0.06% | 219 |
|
|
2021
Q2 | $478K | Buy |
4,820
+281
| +6% | +$27.9K | 0.07% | 208 |
|
|
2021
Q1 | $403K | Sell |
4,539
-124
| -3% | -$11K | 0.06% | 223 |
|
|
2020
Q4 | $386K | Sell |
4,663
-176
| -4% | -$14.6K | 0.07% | 195 |
|
|
2020
Q3 | $363K | Buy |
4,839
+126
| +3% | +$9.45K | 0.08% | 178 |
|
|
2020
Q2 | $330K | Buy |
4,713
+25
| +0.5% | +$1.75K | 0.08% | 177 |
|
|
2020
Q1 | $342K | Sell |
4,688
-568
| -11% | -$41.4K | 0.09% | 154 |
|
|
2019
Q4 | $447K | Sell |
5,256
-1,664
| -24% | -$142K | 0.1% | 154 |
|
|
2019
Q3 | $525K | Sell |
6,920
-662
| -9% | -$50.2K | 0.12% | 133 |
|
|
2019
Q2 | $595K | Sell |
7,582
-6,500
| -46% | -$510K | 0.11% | 133 |
|
|
2019
Q1 | $1.25M | Sell |
14,082
-3,282
| -19% | -$290K | 0.21% | 90 |
|
|
2018
Q4 | $1.16M | Sell |
17,364
-196
| -1% | -$13.1K | 0.22% | 82 |
|
|
2018
Q3 | $1.43M | Sell |
17,560
-691
| -4% | -$56.4K | 0.23% | 76 |
|
|
2018
Q2 | $1.47M | Buy |
18,251
+7,771
| +74% | +$627K | 0.26% | 72 |
|
|
2018
Q1 | $1.04M | Sell |
10,480
-928
| -8% | -$92.2K | 0.2% | 89 |
|
|
2017
Q4 | $1.21M | Sell |
11,408
-247
| -2% | -$26.1K | 0.2% | 86 |
|
|
2017
Q3 | $1.29M | Buy |
11,655
+690
| +6% | +$76.6K | 0.23% | 81 |
|
|
2017
Q2 | $1.29M | Buy |
10,965
+2,066
| +23% | +$243K | 0.23% | 77 |
|
|
2017
Q1 | $1M | Buy |
8,899
+1,271
| +17% | +$143K | 0.18% | 99 |
|
|
2016
Q4 | $698K | Sell |
7,628
-833
| -10% | -$76.2K | 0.16% | 112 |
|
|
2016
Q3 | $823K | Sell |
8,461
-280
| -3% | -$27.2K | 0.22% | 92 |
|
|
2016
Q2 | $889K | Buy |
8,741
+909
| +12% | +$92.4K | 0.25% | 83 |
|
|
2016
Q1 | $768K | Buy |
7,832
+911
| +13% | +$89.3K | 0.27% | 80 |
|
|
2015
Q4 | $608K | Sell |
6,921
-94
| -1% | -$8.26K | 0.24% | 95 |
|
|
2015
Q3 | $557K | Buy |
7,015
+87
| +1% | +$6.91K | 0.24% | 96 |
|
|
2015
Q2 | $555K | Sell |
6,928
-3
| -0% | -$240 | 0.2% | 93 |
|
|
2015
Q1 | $522K | Buy |
6,931
+543
| +9% | +$40.9K | 0.2% | 97 |
|
|
2014
Q4 | $520K | Sell |
6,388
-71
| -1% | -$5.78K | 0.23% | 93 |
|
|
2014
Q3 | $539K | Buy |
6,459
+354
| +6% | +$29.5K | 0.26% | 82 |
|
|
2014
Q2 | $515K | Buy |
6,105
+34
| +0.6% | +$2.87K | 0.25% | 87 |
|
|
2014
Q1 | $497K | Sell |
6,071
-1,397
| -19% | -$114K | 0.3% | 85 |
|
|
2013
Q4 | $651K | Buy |
7,468
+485
| +7% | +$42.3K | 0.38% | 65 |
|
|
2013
Q3 | $608K | Buy |
6,983
+750
| +12% | +$65.3K | 0.39% | 58 |
|
|
2013
Q2 | $542K | Buy |
+6,233
| New | +$542K | 0.4% | 57 |
|