Frontier Wealth Management’s Philip Morris PM Stock Holding History

Frontier Wealth Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$746K	Sell	7,550 -14,212	-65%	-$1.4M	0.05%	200
2022 Q1	$2.19M	Sell	21,762 -17,704	-45%	-$1.78M	0.03%	107
2021 Q4	$3.75M	Buy	39,466 +213	+0.5%	+$20.2K	0.25%	83
2021 Q3	$3.72M	Sell	39,253 -680	-2%	-$64.5K	0.26%	80
2021 Q2	$3.96M	Buy	39,933 +160	+0.4%	+$15.9K	0.28%	73
2021 Q1	$3.53M	Buy	39,773 +96	+0.2%	+$8.52K	0.27%	77
2020 Q4	$3.29M	Buy	39,677 +24,829	+167%	+$2.06M	0.27%	77
2020 Q3	$1.11M	Buy	14,848 +2,009	+16%	+$151K	0.1%	136
2020 Q2	$899K	Buy	12,839 +1,465	+13%	+$103K	0.08%	154
2020 Q1	$830K	Buy	11,374 +1,420	+14%	+$104K	0.14%	132
2019 Q4	$847K	Sell	9,954 -388	-4%	-$33K	0.14%	129
2019 Q3	$785K	Buy	10,342 +7	+0.1%	+$531	0.12%	146
2019 Q2	$812K	Sell	10,335 -667	-6%	-$52.4K	0.12%	138
2019 Q1	$972K	Sell	11,002 -1,190	-10%	-$105K	0.13%	152
2018 Q4	$814K	Sell	12,192 -2,941	-19%	-$196K	0.12%	158
2018 Q3	$1.23M	Sell	15,133 -2,828	-16%	-$231K	0.12%	132
2018 Q2	$1.45M	Buy	17,961 +3,817	+27%	+$308K	0.21%	113
2018 Q1	$1.41M	Sell	14,144 -1,066	-7%	-$106K	0.2%	121
2017 Q4	$1.61M	Buy	15,210 +1,236	+9%	+$131K	0.26%	91
2017 Q3	$1.55M	Buy	13,974 +989	+8%	+$110K	0.22%	108
2017 Q2	$1.53M	Buy	12,985 +1,205	+10%	+$142K	0.23%	105
2017 Q1	$1.33M	Buy	11,780 +2,199	+23%	+$248K	0.2%	125
2016 Q4	$877K	Sell	9,581 -840	-8%	-$76.9K	0.14%	167
2016 Q3	$1.01M	Buy	10,421 +54	+0.5%	+$5.25K	0.15%	140
2016 Q2	$1.05M	Buy	10,367 +1,960	+23%	+$199K	0.17%	127
2016 Q1	$825K	Buy	8,407 +781	+10%	+$76.6K	0.07%	159
2015 Q4	$670K	Buy	7,626 +244	+3%	+$21.4K	0.11%	166
2015 Q3	$586K	Buy	7,382 +715	+11%	+$56.8K	0.09%	185
2015 Q2	$535K	Buy	6,667 +2,873	+76%	+$231K	0.08%	196
2015 Q1	$286K	Buy	3,794 +528	+16%	+$39.8K	0.05%	235
2014 Q4	$266K	Buy	+3,266	New	+$266K	0.05%	207