Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,164
| Closed | -$844K | – | 78 |
|
|
2022
Q3 | $844K | Buy |
10,164
+652
| +7% | +$54.1K | 0.19% | 45 |
|
|
2022
Q2 | $939K | Buy |
9,512
+774
| +9% | +$76.4K | 0.19% | 46 |
|
|
2022
Q1 | $821K | Buy |
8,738
+2,044
| +31% | +$192K | 0.15% | 53 |
|
|
2021
Q4 | $636K | Buy |
6,694
+492
| +8% | +$46.7K | 0.01% | 61 |
|
|
2021
Q3 | $588K | Sell |
6,202
-70
| -1% | -$6.64K | 0.12% | 63 |
|
|
2021
Q2 | $622K | Buy |
6,272
+1,451
| +30% | +$144K | 0.14% | 66 |
|
|
2021
Q1 | $428K | Buy |
+4,821
| New | +$428K | 0.11% | 80 |
|