Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,254
| Closed | -$200K | – | 146 |
|
|
2021
Q1 | $200K | Sell |
2,254
-1,173
| -34% | -$104K | 0.05% | 137 |
|
|
2020
Q4 | $284K | Sell |
3,427
-708
| -17% | -$58.7K | 0.07% | 124 |
|
|
2020
Q3 | $310K | Sell |
4,135
-450
| -10% | -$33.7K | 0.09% | 109 |
|
|
2020
Q2 | $321K | Sell |
4,585
-200
| -4% | -$14K | 0.11% | 98 |
|
|
2020
Q1 | $349K | Sell |
4,785
-420
| -8% | -$30.6K | 0.14% | 91 |
|
|
2019
Q4 | $443K | Buy |
+5,205
| New | +$443K | 0.13% | 104 |
|