Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $519K | Buy |
4,314
+95
| +2% | +$11.4K | 0.2% | 69 |
|
|
2024
Q3 | $512K | Buy |
4,219
+63
| +2% | +$7.65K | 0.2% | 69 |
|
|
2024
Q2 | $421K | Sell |
4,156
-27
| -0.6% | -$2.74K | 0.18% | 74 |
|
|
2024
Q1 | $383K | Sell |
4,183
-130
| -3% | -$11.9K | 0.17% | 79 |
|
|
2023
Q4 | $406K | Sell |
4,313
-42
| -1% | -$3.95K | 0.2% | 73 |
|
|
2023
Q3 | $403K | Buy |
4,355
+57
| +1% | +$5.28K | 0.21% | 69 |
|
|
2023
Q2 | $420K | Buy |
4,298
+1,049
| +32% | +$102K | 0.21% | 71 |
|
|
2023
Q1 | $316K | Buy |
3,249
+18
| +0.6% | +$1.75K | 0.17% | 85 |
|
|
2022
Q4 | $327K | Buy |
3,231
+65
| +2% | +$6.58K | 0.19% | 79 |
|
|
2022
Q3 | $263K | Buy |
3,166
+19
| +0.6% | +$1.58K | 0.17% | 84 |
|
|
2022
Q2 | $311K | Buy |
3,147
+17
| +0.5% | +$1.68K | 0.19% | 78 |
|
|
2022
Q1 | $294K | Buy |
3,130
+17
| +0.5% | +$1.6K | 0.15% | 87 |
|
|
2021
Q4 | $296K | Buy |
3,113
+17
| +0.5% | +$1.62K | 0.15% | 94 |
|
|
2021
Q3 | $294K | Buy |
3,096
+16
| +0.5% | +$1.52K | 0.16% | 85 |
|
|
2021
Q2 | $305K | Buy |
3,080
+191
| +7% | +$18.9K | 0.18% | 84 |
|
|
2021
Q1 | $256K | Sell |
2,889
-61
| -2% | -$5.41K | 0.16% | 89 |
|
|
2020
Q4 | $244K | Sell |
2,950
-37
| -1% | -$3.06K | 0.17% | 87 |
|
|
2020
Q3 | $222K | Sell |
2,987
-171
| -5% | -$12.7K | 0.17% | 85 |
|
|
2020
Q2 | $220K | Buy |
3,158
+120
| +4% | +$8.36K | 0.19% | 85 |
|
|
2020
Q1 | $221K | Buy |
+3,038
| New | +$221K | 0.24% | 77 |
|