Investment Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,343
| Closed | -$444K | – | 217 |
|
|
2022
Q3 | $444K | Buy |
+5,343
| New | +$444K | 0.13% | 145 |
|
|
2019
Q2 | – | Sell |
-2,525
| Closed | -$223K | – | 152 |
|
|
2019
Q1 | $223K | Buy |
+2,525
| New | +$223K | 0.16% | 131 |
|
|
2018
Q4 | – | Sell |
-2,718
| Closed | -$270 | – | 147 |
|
|
2018
Q3 | $270 | Sell |
2,718
-507
| -16% | -$50 | 0.15% | 95 |
|
|
2018
Q2 | $260K | Buy |
3,225
+131
| +4% | +$10.6K | 0.19% | 112 |
|
|
2018
Q1 | $307K | Buy |
3,094
+976
| +46% | +$96.8K | 0.23% | 101 |
|
|
2017
Q4 | $224K | Buy |
2,118
+14
| +0.7% | +$1.48K | 0.17% | 138 |
|
|
2017
Q3 | $234K | Buy |
2,104
+13
| +0.6% | +$1.45K | 0.2% | 104 |
|
|
2017
Q2 | $246K | Sell |
2,091
-348
| -14% | -$40.9K | 0.22% | 100 |
|
|
2017
Q1 | $275K | Buy |
2,439
+194
| +9% | +$21.9K | 0.26% | 88 |
|
|
2016
Q4 | $205K | Sell |
2,245
-2,245
| -50% | -$205K | 0.2% | 105 |
|
|
2016
Q3 | $437K | Buy |
4,490
+2,045
| +84% | +$199K | 0.25% | 100 |
|
|
2016
Q2 | $249K | Sell |
2,445
-2,317
| -49% | -$236K | 0.25% | 93 |
|
|
2016
Q1 | $419K | Buy |
4,762
+2,347
| +97% | +$207K | 0.27% | 93 |
|
|
2015
Q4 | $212K | Buy |
+2,415
| New | +$212K | 0.26% | 92 |
|