Level Four Financial’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$689K Buy
7,269
+170
+2% +$17.1K 0.3% 86
2021
Q2
$704K Sell
7,099
-489
-6% -$46.9K 0.3% 92
2021
Q1
$673K Buy
7,588
+388
+5% +$32.9K 0.31% 90
2020
Q4
$596K Buy
+7,200
New +$561K 0.26% 106

Other funds holding PM

Level Four Financial's PM Position: Q3 2021 in Review

Level Four Financial increased its Philip Morris (PM) stake by 2.4% in Q3 2021, buying an estimated $17.1K and bringing the position to 7,269 shares worth $689K. The position accounts for 0.3% of the portfolio, ranked #86.

Level Four Financial first reported a position in PM in Q4 2020 and has held it in 4 quarters since. The position peaked at $704K in Q2 2021. 1,849 funds tracked by Wall St. Rank hold PM as of Q3 2021.

  • Level Four Financial held 7,269 shares of Philip Morris worth $689K as of Q3 2021.
  • Level Four Financial bought 170 Philip Morris shares in Q3 2021, an estimated $17.1K.
  • Philip Morris made up 0.3% of Level Four Financial's portfolio in Q3 2021, its #86 holding.
  • Level Four Financial first reported a position in Philip Morris in Q4 2020 and has held it in 4 quarters since.
  • Level Four Financial's Philip Morris position peaked at $704K in Q2 2021.
  • 1,849 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.