KMS Financial Services’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $3.68M | Sell |
44,073
-1,670
| -4% | -$139K | 0.52% | 43 |
|
2014
Q2 | $3.86M | Sell |
45,743
-1,796
| -4% | -$151K | 0.55% | 37 |
|
2014
Q1 | $3.89M | Buy |
47,539
+8,139
| +21% | +$666K | 0.62% | 28 |
|
2013
Q4 | $3.43M | Buy |
39,400
+31,417
| +394% | +$2.74M | 0.58% | 32 |
|
2013
Q3 | $691K | Buy |
7,983
+788
| +11% | +$68.2K | 0.17% | 147 |
|
2013
Q2 | $624K | Buy |
+7,195
| New | +$624K | 0.17% | 147 |
|