First Capital Advisors Group’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 | $428K | Buy |
4,385
+28
| +0.6% | +$2.73K | 0.22% | 81 |
|
2023
Q1 | $424K | Sell |
4,357
-2
| -0% | -$194 | 0.27% | 82 |
|
2022
Q4 | $441K | Sell |
4,359
-501
| -10% | -$50.7K | 0.3% | 82 |
|
2022
Q3 | $403K | Buy |
4,860
+591
| +14% | +$49K | 0.34% | 83 |
|
2022
Q2 | $422K | Buy |
+4,269
| New | +$422K | 0.29% | 86 |
|
2018
Q4 | $219K | Buy |
3,276
+66
| +2% | +$4.41K | 0.16% | 128 |
|
2018
Q3 | $262K | Hold |
3,210
| – | – | 0.16% | 130 |
|
2018
Q2 | $259K | Sell |
3,210
-150
| -4% | -$12.1K | 0.17% | 128 |
|
2018
Q1 | $334K | Sell |
3,360
-185
| -5% | -$18.4K | 0.19% | 101 |
|
2017
Q4 | $375K | Buy |
3,545
+49
| +1% | +$5.18K | 0.24% | 105 |
|
2017
Q3 | $388K | Buy |
3,496
+6
| +0.2% | +$666 | 0.27% | 98 |
|
2017
Q2 | $410K | Buy |
3,490
+12
| +0.3% | +$1.41K | 0.28% | 101 |
|
2017
Q1 | $393K | Hold |
3,478
| – | – | 0.29% | 101 |
|
2016
Q4 | $318K | Buy |
+3,478
| New | +$318K | 0.29% | 91 |
|