MIAN
Mariner Independent Advisor Network’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.38M | Sell |
28,628
-1,065
| -4% | -$88.4K | 0.1% | 203 |
|
|
2022
Q2 | $2.91M | Buy |
29,693
+5,849
| +25% | +$573K | 0.12% | 178 |
|
|
2022
Q1 | $2.26M | Buy |
23,844
+3,925
| +20% | +$372K | 0.09% | 237 |
|
|
2021
Q4 | $1.9M | Buy |
19,919
+2,399
| +14% | +$229K | 0.09% | 233 |
|
|
2021
Q3 | $1.67M | Buy |
17,520
+7,068
| +68% | +$673K | 0.08% | 258 |
|
|
2021
Q2 | $1.04M | Buy |
+10,452
| New | +$1.04M | 0.05% | 334 |
|
|
2021
Q1 | – | Sell |
-11,897
| Closed | -$985K | – | 451 |
|
|
2020
Q4 | $985K | Buy |
+11,897
| New | +$985K | 0.05% | 287 |
|
|
2020
Q2 | – | Sell |
-17,804
| Closed | -$1.28M | – | 357 |
|
|
2020
Q1 | $1.28M | Sell |
17,804
-4,165
| -19% | -$298K | 0.12% | 179 |
|
|
2019
Q4 | $1.87M | Buy |
21,969
+24
| +0.1% | +$2.04K | 0.13% | 172 |
|
|
2019
Q3 | $1.7M | Sell |
21,945
-51
| -0.2% | -$3.96K | 0.13% | 180 |
|
|
2019
Q2 | $1.72M | Buy |
21,996
+7,086
| +48% | +$554K | 0.13% | 172 |
|
|
2019
Q1 | $1.31M | Sell |
14,910
-2,670
| -15% | -$235K | 0.11% | 199 |
|
|
2018
Q4 | $1.2M | Buy |
+17,580
| New | +$1.2M | 0.11% | 209 |
|
|
2018
Q2 | – | Sell |
-12,938
| Closed | -$1.29M | – | 273 |
|
|
2018
Q1 | $1.29M | Buy |
+12,938
| New | +$1.29M | 0.08% | 191 |
|