Icon Wealth Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.13M | Sell |
12,228
-390
| -3% | -$36.1K | 0.13% | 116 |
|
|
2023
Q2 | $1.23M | Sell |
12,618
-106
| -0.8% | -$10.3K | 0.13% | 117 |
|
|
2023
Q1 | $1.24M | Buy |
+12,724
| New | +$1.24M | 0.13% | 122 |
|
|
2022
Q2 | $1.54M | Sell |
15,618
-791
| -5% | -$78.1K | 0.18% | 111 |
|
|
2022
Q1 | $1.54M | Buy |
16,409
+14
| +0.1% | +$1.32K | 0.15% | 114 |
|
|
2021
Q4 | $1.56M | Buy |
16,395
+223
| +1% | +$21.2K | 0.16% | 124 |
|
|
2021
Q3 | $1.53M | Sell |
16,172
-511
| -3% | -$48.4K | 0.16% | 131 |
|
|
2021
Q2 | $1.65M | Buy |
16,683
+5,022
| +43% | +$498K | 0.18% | 118 |
|
|
2021
Q1 | $1.04M | Buy |
11,661
+1,099
| +10% | +$97.5K | 0.13% | 139 |
|
|
2020
Q4 | $874K | Sell |
10,562
-584
| -5% | -$48.3K | 0.14% | 126 |
|
|
2020
Q3 | $836K | Sell |
11,146
-12,446
| -53% | -$934K | 0.16% | 107 |
|
|
2020
Q2 | $1.65M | Buy |
23,592
+11,969
| +103% | +$839K | 0.4% | 46 |
|
|
2020
Q1 | $848K | Buy |
11,623
+34
| +0.3% | +$2.48K | 0.33% | 43 |
|
|
2019
Q4 | $986K | Sell |
11,589
-135
| -1% | -$11.5K | 0.31% | 45 |
|
|
2019
Q3 | $890K | Buy |
11,724
+612
| +6% | +$46.5K | 0.3% | 46 |
|
|
2019
Q2 | $873K | Sell |
11,112
-64
| -0.6% | -$5.03K | 0.31% | 45 |
|
|
2019
Q1 | $988K | Buy |
11,176
+662
| +6% | +$58.5K | 0.37% | 42 |
|
|
2018
Q4 | $702K | Sell |
10,514
-1,224
| -10% | -$81.7K | 0.34% | 48 |
|
|
2018
Q3 | $957K | Buy |
11,738
+136
| +1% | +$11.1K | 0.4% | 45 |
|
|
2018
Q2 | $937K | Buy |
11,602
+446
| +4% | +$36K | 0.39% | 40 |
|
|
2018
Q1 | $1.12M | Sell |
11,156
-527
| -5% | -$53K | 0.6% | 37 |
|
|
2017
Q4 | $1.23M | Buy |
+11,683
| New | +$1.23M | 0.61% | 34 |
|