Godshalk Welsh Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,550
| Closed | -$394K | – | 128 |
|
|
2017
Q3 | $394K | Hold |
3,550
| – | – | 0.4% | 89 |
|
|
2017
Q2 | $417K | Sell |
3,550
-100
| -3% | -$11.7K | 0.41% | 85 |
|
|
2017
Q1 | $412K | Hold |
3,650
| – | – | 0.4% | 87 |
|
|
2016
Q4 | $334K | Sell |
3,650
-250
| -6% | -$22.9K | 0.34% | 97 |
|
|
2016
Q3 | $379K | Hold |
3,900
| – | – | 0.39% | 90 |
|
|
2016
Q2 | $397K | Sell |
3,900
-200
| -5% | -$20.4K | 0.42% | 90 |
|
|
2016
Q1 | $402K | Sell |
4,100
-200
| -5% | -$19.6K | 0.42% | 90 |
|
|
2015
Q4 | $378K | Hold |
4,300
| – | – | 0.39% | 93 |
|
|
2015
Q3 | $341K | Hold |
4,300
| – | – | 0.37% | 96 |
|
|
2015
Q2 | $345K | Hold |
4,300
| – | – | 0.35% | 100 |
|
|
2015
Q1 | $324K | Sell |
4,300
-100
| -2% | -$7.54K | 0.33% | 105 |
|
|
2014
Q4 | $358K | Buy |
+4,400
| New | +$358K | 0.33% | 104 |
|