MWAC
Mariner Wealth Advisors (Cincinnati)’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $10.7M | Sell |
130,693
-14,168
| -10% | -$1.16M | 0.59% | 54 |
|
|
2018
Q2 | $11.7M | Buy |
144,861
+6,617
| +5% | +$534K | 0.69% | 51 |
|
|
2018
Q1 | $13.7M | Sell |
138,244
-3,726
| -3% | -$370K | 0.85% | 47 |
|
|
2017
Q4 | $15M | Buy |
141,970
+9,259
| +7% | +$978K | 0.91% | 47 |
|
|
2017
Q3 | $14.7M | Buy |
132,711
+119,885
| +935% | +$13.3M | 0.95% | 39 |
|
|
2017
Q2 | $1.51M | Buy |
12,826
+207
| +2% | +$24.3K | 0.1% | 106 |
|
|
2017
Q1 | $1.43M | Buy |
12,619
+855
| +7% | +$96.6K | 0.1% | 107 |
|
|
2016
Q4 | $1.08M | Sell |
11,764
-1,183
| -9% | -$108K | 0.08% | 118 |
|
|
2016
Q3 | $1.26M | Sell |
12,947
-660
| -5% | -$64.2K | 0.11% | 108 |
|
|
2016
Q2 | $1.38M | Buy |
13,607
+1,197
| +10% | +$122K | 0.12% | 101 |
|
|
2016
Q1 | $1.22M | Sell |
12,410
-250
| -2% | -$24.5K | 0.12% | 100 |
|
|
2015
Q4 | $1.11M | Buy |
+12,660
| New | +$1.11M | 0.11% | 101 |
|
|
2015
Q1 | $1.21M | Sell |
16,071
-1,234
| -7% | -$93K | 0.17% | 68 |
|
|
2014
Q4 | $1.41M | Sell |
17,305
-2,079
| -11% | -$169K | 0.2% | 62 |
|
|
2014
Q3 | $1.62M | Sell |
19,384
-5,373
| -22% | -$448K | 0.26% | 57 |
|
|
2014
Q2 | $2.09M | Buy |
24,757
+405
| +2% | +$34.1K | 0.33% | 49 |
|
|
2014
Q1 | $1.99M | Sell |
24,352
-1,139
| -4% | -$93.3K | 0.32% | 53 |
|
|
2013
Q4 | $2.22M | Sell |
25,491
-299
| -1% | -$26.1K | 0.37% | 51 |
|
|
2013
Q3 | $2.23M | Buy |
25,790
+1,052
| +4% | +$91.1K | 0.41% | 49 |
|
|
2013
Q2 | $2.14M | Buy |
+24,738
| New | +$2.14M | 0.42% | 50 |
|