GYL Financial Synergies’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $18M | Sell |
148,558
-795
| -0.5% | -$96.5K | 1.36% | 14 |
|
|
2024
Q2 | $15.1M | Buy |
149,353
+7,909
| +6% | +$801K | 1.17% | 18 |
|
|
2024
Q1 | $13M | Buy |
141,444
+1,443
| +1% | +$132K | 1.02% | 21 |
|
|
2023
Q4 | $13.2M | Sell |
140,001
-3,184
| -2% | -$300K | 1.09% | 18 |
|
|
2023
Q3 | $13.3M | Sell |
143,185
-951
| -0.7% | -$88K | 1.29% | 15 |
|
|
2023
Q2 | $14.1M | Buy |
144,136
+2,735
| +2% | +$267K | 1.28% | 15 |
|
|
2023
Q1 | $13.8M | Buy |
+141,401
| New | +$13.8M | 1.65% | 11 |
|
|
2021
Q3 | – | Sell |
-2,181
| Closed | -$216K | – | 193 |
|
|
2021
Q2 | $216K | Buy |
+2,181
| New | +$216K | 0.11% | 173 |
|
|
2021
Q1 | – | Sell |
-2,495
| Closed | -$207K | – | 184 |
|
|
2020
Q4 | $207K | Buy |
+2,495
| New | +$207K | 0.12% | 163 |
|
|
2020
Q2 | – | Sell |
-3,054
| Closed | -$223K | – | 162 |
|
|
2020
Q1 | $223K | Sell |
3,054
-240
| -7% | -$17.5K | 0.14% | 128 |
|
|
2019
Q4 | $280K | Buy |
3,294
+132
| +4% | +$11.2K | 0.12% | 140 |
|
|
2019
Q3 | $240K | Hold |
3,162
| – | – | 0.12% | 152 |
|
|
2019
Q2 | $248K | Sell |
3,162
-100
| -3% | -$7.84K | 0.13% | 137 |
|
|
2019
Q1 | $288K | Sell |
3,262
-354
| -10% | -$31.3K | 0.16% | 112 |
|
|
2018
Q4 | $241K | Buy |
+3,616
| New | +$241K | 0.18% | 114 |
|