Lenox Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $33K | Sell |
466
-6
| -1% | -$425 | 0.01% | 304 |
|
|
2020
Q1 | $34K | Sell |
472
-40
| -8% | -$2.88K | 0.01% | 275 |
|
|
2019
Q4 | $44K | Sell |
512
-122
| -19% | -$10.5K | 0.01% | 279 |
|
|
2019
Q3 | $48K | Buy |
634
+35
| +6% | +$2.65K | 0.01% | 272 |
|
|
2019
Q2 | $47K | Sell |
599
-64
| -10% | -$5.02K | 0.01% | 254 |
|
|
2019
Q1 | $59K | Sell |
663
-10
| -1% | -$890 | 0.02% | 232 |
|
|
2018
Q4 | $46K | Buy |
673
+19
| +3% | +$1.3K | 0.02% | 215 |
|
|
2018
Q3 | $54K | Buy |
654
+87
| +15% | +$7.18K | 0.02% | 228 |
|
|
2018
Q2 | $46K | Buy |
567
+206
| +57% | +$16.7K | 0.01% | 220 |
|
|
2018
Q1 | $36K | Buy |
361
+86
| +31% | +$8.58K | 0.01% | 242 |
|
|
2017
Q4 | $29K | Hold |
275
| – | – | 0.01% | 274 |
|
|
2017
Q3 | $30K | Buy |
275
+34
| +14% | +$3.71K | 0.01% | 277 |
|
|
2017
Q2 | $29K | Sell |
241
-368
| -60% | -$44.3K | 0.01% | 262 |
|
|
2017
Q1 | $69K | Sell |
609
-336
| -36% | -$38.1K | 0.05% | 76 |
|
|
2016
Q4 | $86K | Sell |
945
-20
| -2% | -$1.82K | 0.07% | 69 |
|
|
2016
Q3 | $94K | Buy |
965
+42
| +5% | +$4.09K | 0.07% | 62 |
|
|
2016
Q2 | $94K | Buy |
923
+73
| +9% | +$7.43K | 0.07% | 68 |
|
|
2016
Q1 | $83K | Sell |
850
-469
| -36% | -$45.8K | 0.06% | 74 |
|
|
2015
Q4 | $116K | Buy |
1,319
+16
| +1% | +$1.41K | 0.09% | 58 |
|
|
2015
Q3 | $103K | Buy |
1,303
+41
| +3% | +$3.24K | 0.08% | 53 |
|
|
2015
Q2 | $101K | Sell |
1,262
-22
| -2% | -$1.76K | 0.07% | 61 |
|
|
2015
Q1 | $97K | Sell |
1,284
-151
| -11% | -$11.4K | 0.07% | 60 |
|
|
2014
Q4 | $116K | Sell |
1,435
-19
| -1% | -$1.54K | 0.08% | 59 |
|
|
2014
Q3 | $121K | Sell |
1,454
-24
| -2% | -$2K | 0.08% | 60 |
|
|
2014
Q2 | $125K | Sell |
1,478
-62
| -4% | -$5.24K | 0.09% | 62 |
|
|
2014
Q1 | $126K | Sell |
1,540
-73
| -5% | -$5.97K | 0.06% | 69 |
|
|
2013
Q4 | $141K | Buy |
+1,613
| New | +$141K | 0.09% | 68 |
|