KMG Fiduciary 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
Q1 | – | Sell |
-10,337
| Closed | -$1.05M | – | 243 |
|
|
2022
Q4 | $1.05M | Buy |
10,337
+171
| +2% | +$17.3K | 0.17% | 118 |
|
|
2022
Q3 | $844K | Buy |
10,166
+62
| +0.6% | +$5.15K | 0.16% | 112 |
|
|
2022
Q2 | $998K | Buy |
10,104
+2,846
| +39% | +$281K | 0.19% | 104 |
|
|
2022
Q1 | $682K | Buy |
+7,258
| New | +$682K | 0.11% | 129 |
|
|
2019
Q3 | – | Sell |
-2,581
| Closed | -$203K | – | 117 |
|
|
2019
Q2 | $203K | Hold |
2,581
| – | – | 0.07% | 107 |
|
|
2019
Q1 | $228K | Buy |
+2,581
| New | +$228K | 0.09% | 105 |
|