GW & Wade’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $464K | Sell |
|
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|
2022
Q4 | $500K | Sell |
|
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|
2022
Q3 | $449K | Sell |
|
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|
2022
Q2 | $567K | Buy |
|
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|
2022
Q1 | $538K | Buy |
|
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|
2021
Q4 | $532K | Buy |
|
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|
2021
Q3 | $311K | Sell |
|
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|
2021
Q2 | $338K | Buy |
|
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|
2021
Q1 | $281K | Sell |
|
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|
2020
Q4 | $382K | Buy |
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|
2020
Q3 | $255K | Buy |
|
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|
2020
Q2 | $237K | Buy |
|
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $397K | Buy |
|
|||||
|
2019
Q3 | $337K | Buy |
|
|||||
|
2019
Q2 | $321K | Sell |
|
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|
2019
Q1 | $417K | Sell |
|
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|
2018
Q4 | $358K | Sell |
|
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|
2018
Q3 | $438K | Sell |
|
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|
2018
Q2 | $446K | Sell |
|
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|
2018
Q1 | $605K | Sell |
|
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|
2017
Q4 | $744K | Sell |
|
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|
2017
Q3 | $791K | Buy |
|
|||||
|
2017
Q2 | $603K | Sell |
|
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|
2017
Q1 | $581K | Sell |
|
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|
2016
Q4 | $915K | Buy |
|
|||||
|
2016
Q3 | $964K | Buy |
|
|||||
|
2016
Q2 | $995K | Buy |
|
|||||
|
2016
Q1 | $923K | Buy |
|
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|
2015
Q4 | $708K | Sell |
|
|||||
|
2015
Q3 | $663K | Buy |
|
|||||
|
2015
Q2 | $642K | Sell |
|
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|
2015
Q1 | $617K | Buy |
|