MBM Wealth Consultants’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$10K | – | 230 |
|
|
2023
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 216 |
|
|
2022
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 219 |
|
|
2022
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 220 |
|
|
2022
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 248 |
|
|
2021
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 233 |
|
|
2021
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 237 |
|
|
2021
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 220 |
|
|
2021
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 214 |
|
|
2020
Q4 | $8K | Sell |
100
-187
| -65% | -$15K | ﹤0.01% | 192 |
|
|
2020
Q3 | $22K | Hold |
287
| – | – | 0.01% | 159 |
|
|
2020
Q2 | $20K | Hold |
287
| – | – | 0.01% | 154 |
|
|
2020
Q1 | $21K | Hold |
287
| – | – | 0.02% | 139 |
|
|
2019
Q4 | $24K | Hold |
287
| – | – | 0.02% | 148 |
|
|
2019
Q3 | $22K | Hold |
287
| – | – | 0.02% | 144 |
|
|
2019
Q2 | $23K | Hold |
287
| – | – | 0.02% | 145 |
|
|
2019
Q1 | $25K | Hold |
287
| – | – | 0.02% | 144 |
|
|
2018
Q4 | $19K | Buy |
+287
| New | +$19K | 0.02% | 158 |
|