Marion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,855
| Closed | -$912K | – | 128 |
|
|
2023
Q3 | $912K | Buy |
9,855
+254
| +3% | +$23.5K | 0.32% | 61 |
|
|
2023
Q2 | $937K | Buy |
9,601
+291
| +3% | +$28.4K | 0.33% | 61 |
|
|
2023
Q1 | $905K | Buy |
9,310
+603
| +7% | +$58.6K | 0.34% | 60 |
|
|
2022
Q4 | $881K | Buy |
8,707
+1,334
| +18% | +$135K | 0.37% | 58 |
|
|
2022
Q3 | $612K | Buy |
7,373
+1,002
| +16% | +$83.2K | 0.31% | 66 |
|
|
2022
Q2 | $629K | Sell |
6,371
-103
| -2% | -$10.2K | 0.33% | 69 |
|
|
2022
Q1 | $608K | Buy |
6,474
+40
| +0.6% | +$3.76K | 0.3% | 72 |
|
|
2021
Q4 | $611K | Buy |
+6,434
| New | +$611K | 0.29% | 74 |
|