Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Philip Morris PM Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-403
Closed -$37.3K – 385
2023
Q3 		$37.3K Buy
+403
New +$38.8K 0.01% 204

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Legacy Financial Group (Iowa)'s PM Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Philip Morris (PM) in Q4 2023, closing a stake of 403 shares — an estimated $37.3K sold.

Legacy Financial Group (Iowa) first reported a position in PM in Q3 2023 and held it in 1 quarter. The position peaked at $37.3K in Q3 2023. 2,150 funds tracked by Wall St. Rank hold PM as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Philip Morris position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 403 Philip Morris shares in Q4 2023, an estimated $37.3K.
  • Legacy Financial Group (Iowa) first reported a position in Philip Morris in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Philip Morris position peaked at $37.3K in Q3 2023.
  • 2,150 funds tracked by Wall St. Rank held Philip Morris as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.