ICA Group 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
Q2 | $134K | Sell |
1,322
-3,143
| -70% | -$319K | 0.08% | 144 |
|
|
2024
Q1 | $409K | Buy |
4,465
+2,148
| +93% | +$197K | 0.08% | 188 |
|
|
2023
Q4 | $218K | Buy |
+2,317
| New | +$218K | 0.05% | 243 |
|
|
2023
Q3 | – | Sell |
-1,811
| Closed | -$177K | – | 948 |
|
|
2023
Q2 | $177K | Sell |
1,811
-1,420
| -44% | -$139K | 0.04% | 247 |
|
|
2023
Q1 | $314K | Sell |
3,231
-85
| -3% | -$8.27K | 0.07% | 191 |
|
|
2022
Q4 | $336K | Sell |
3,316
-4,958
| -60% | -$502K | 0.08% | 196 |
|
|
2022
Q3 | $687K | Buy |
8,274
+58
| +0.7% | +$4.82K | 0.15% | 150 |
|
|
2022
Q2 | $823K | Buy |
8,216
+54
| +0.7% | +$5.41K | 0.15% | 137 |
|
|
2022
Q1 | $868K | Buy |
+8,162
| New | +$868K | 0.17% | 133 |
|