GCA
Gideon Capital Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,454
| Closed | -$1.91M | – | 162 |
|
|
2019
Q4 | $1.91M | Buy |
+22,454
| New | +$1.91M | 0.66% | 54 |
|
|
2019
Q2 | – | Sell |
-10,493
| Closed | -$927K | – | 396 |
|
|
2019
Q1 | $927K | Sell |
10,493
-17,003
| -62% | -$1.5M | 0.33% | 76 |
|
|
2018
Q4 | $1.84M | Buy |
+27,496
| New | +$1.84M | 0.75% | 22 |
|
|
2018
Q3 | – | Sell |
-3,877
| Closed | -$313K | – | 466 |
|
|
2018
Q2 | $313K | Buy |
+3,877
| New | +$313K | 0.16% | 247 |
|
|
2016
Q4 | – | Sell |
-22,262
| Closed | -$2.16M | – | 461 |
|
|
2016
Q3 | $2.16M | Buy |
+22,262
| New | +$2.16M | 1.31% | 19 |
|
|
2016
Q1 | – | Sell |
-3,961
| Closed | -$348K | – | 217 |
|
|
2015
Q4 | $348K | Buy |
+3,961
| New | +$348K | 0.25% | 131 |
|
|
2015
Q3 | – | Sell |
-16,276
| Closed | -$1.31M | – | 302 |
|
|
2015
Q2 | $1.31M | Sell |
16,276
-4,459
| -22% | -$358K | 0.54% | 69 |
|
|
2015
Q1 | $1.56M | Buy |
20,735
+9,408
| +83% | +$709K | 0.63% | 56 |
|
|
2014
Q4 | $923K | Sell |
11,327
-8,398
| -43% | -$684K | 0.43% | 84 |
|
|
2014
Q3 | $1.65M | Buy |
19,725
+11,932
| +153% | +$995K | 0.64% | 47 |
|
|
2014
Q2 | $657K | Buy |
+7,793
| New | +$657K | 0.24% | 130 |
|