Kowal Investment Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.11M | Sell |
9,147
-1
| -0% | -$121 | 0.2% | 71 |
|
|
2024
Q2 | $927K | Sell |
9,148
-3,707
| -29% | -$376K | 0.19% | 74 |
|
|
2024
Q1 | $1.18M | Buy |
12,855
+2,029
| +19% | +$186K | 0.25% | 62 |
|
|
2023
Q4 | $1.02M | Sell |
10,826
-2,513
| -19% | -$236K | 0.24% | 59 |
|
|
2023
Q3 | $1.23M | Buy |
13,339
+249
| +2% | +$23.1K | 0.33% | 40 |
|
|
2023
Q2 | $1.28M | Buy |
13,090
+83
| +0.6% | +$8.1K | 0.34% | 40 |
|
|
2023
Q1 | $1.26M | Buy |
13,007
+501
| +4% | +$48.7K | 0.36% | 39 |
|
|
2022
Q4 | $1.27M | Sell |
12,506
-131
| -1% | -$13.3K | 0.38% | 37 |
|
|
2022
Q3 | $1.05M | Buy |
12,637
+568
| +5% | +$47.2K | 0.36% | 34 |
|
|
2022
Q2 | $1.19M | Buy |
12,069
+1,404
| +13% | +$139K | 0.39% | 29 |
|
|
2022
Q1 | $1M | Buy |
10,665
+525
| +5% | +$49.3K | 0.31% | 32 |
|
|
2021
Q4 | $963K | Buy |
10,140
+582
| +6% | +$55.3K | 0.29% | 32 |
|
|
2021
Q3 | $906K | Sell |
9,558
-512
| -5% | -$48.5K | 0.29% | 30 |
|
|
2021
Q2 | $998K | Sell |
10,070
-33
| -0.3% | -$3.27K | 0.36% | 24 |
|
|
2021
Q1 | $897K | Buy |
10,103
+647
| +7% | +$57.4K | 0.36% | 26 |
|
|
2020
Q4 | $767K | Buy |
+9,456
| New | +$767K | 0.36% | 28 |
|