First National Bank of South Miami’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 | $778K | Sell |
7,971
-596
| -7% | -$58.2K | 0.63% | 45 |
|
|
2023
Q1 | $833K | Buy |
8,567
+220
| +3% | +$21.4K | 0.66% | 41 |
|
|
2022
Q4 | $845K | Hold |
8,347
| – | – | 0.63% | 44 |
|
|
2022
Q3 | $693K | Sell |
8,347
-656
| -7% | -$54.5K | 0.54% | 55 |
|
|
2022
Q2 | $889K | Buy |
9,003
+973
| +12% | +$96.1K | 0.61% | 46 |
|
|
2022
Q1 | $754K | Buy |
8,030
+587
| +8% | +$55.1K | 0.46% | 59 |
|
|
2021
Q4 | $708K | Buy |
7,443
+690
| +10% | +$65.6K | 0.43% | 59 |
|
|
2021
Q3 | $640K | Buy |
6,753
+187
| +3% | +$17.7K | 0.43% | 60 |
|
|
2021
Q2 | $651K | Buy |
6,566
+822
| +14% | +$81.5K | 0.44% | 60 |
|
|
2021
Q1 | $509K | Buy |
5,744
+569
| +11% | +$50.4K | 0.39% | 67 |
|
|
2020
Q4 | $428K | Buy |
5,175
+84
| +2% | +$6.95K | 0.37% | 67 |
|
|
2020
Q3 | $381K | Sell |
5,091
-1,587
| -24% | -$119K | 0.36% | 68 |
|
|
2020
Q2 | $468K | Sell |
6,678
-151
| -2% | -$10.6K | 0.51% | 58 |
|
|
2020
Q1 | $498K | Sell |
6,829
-51
| -0.7% | -$3.72K | 0.63% | 51 |
|
|
2019
Q4 | $586K | Buy |
6,880
+84
| +1% | +$7.16K | 0.58% | 57 |
|
|
2019
Q3 | $490K | Hold |
6,796
| – | – | 0.47% | 66 |
|
|
2019
Q2 | $568K | Buy |
6,796
+814
| +14% | +$68K | 0.53% | 57 |
|
|
2019
Q1 | $529K | Buy |
5,982
+198
| +3% | +$17.5K | 0.51% | 62 |
|
|
2018
Q4 | $444K | Buy |
+5,784
| New | +$444K | 0.43% | 70 |
|