Financial Planning & Information Services’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 | – | Sell |
-2,161
| Closed | -$203K | – | 88 |
|
|
2023
Q4 | $203K | Hold |
2,161
| – | – | 0.03% | 83 |
|
|
2023
Q3 | $200K | Hold |
2,161
| – | – | 0.04% | 83 |
|
|
2023
Q2 | $211K | Sell |
2,161
-15
| -0.7% | -$1.46K | 0.04% | 82 |
|
|
2023
Q1 | $212K | Sell |
2,176
-490
| -18% | -$47.7K | 0.04% | 83 |
|
|
2022
Q4 | $270K | Hold |
2,666
| – | – | 0.06% | 74 |
|
|
2022
Q3 | $221K | Hold |
2,666
| – | – | 0.05% | 74 |
|
|
2022
Q2 | $263K | Hold |
2,666
| – | – | 0.06% | 65 |
|
|
2022
Q1 | $250K | Hold |
2,666
| – | – | 0.06% | 71 |
|
|
2021
Q4 | $253K | Sell |
2,666
-110
| -4% | -$10.4K | 0.06% | 69 |
|
|
2021
Q3 | $263K | Buy |
2,776
+110
| +4% | +$10.4K | 0.07% | 63 |
|
|
2021
Q2 | $264K | Hold |
2,666
| – | – | 0.08% | 62 |
|
|
2021
Q1 | $237K | Hold |
2,666
| – | – | 0.07% | 64 |
|
|
2020
Q4 | $221K | Buy |
+2,666
| New | +$221K | 0.07% | 65 |
|