Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,485
| Closed | -$248K | – | 189 |
|
|
2022
Q2 | $248K | Sell |
2,485
-649
| -21% | -$64.8K | 0.02% | 146 |
|
|
2022
Q1 | $294K | Sell |
3,134
-363
| -10% | -$34.1K | 0.02% | 167 |
|
|
2021
Q4 | $332K | Sell |
3,497
-2,174
| -38% | -$206K | 0.02% | 166 |
|
|
2021
Q3 | $538K | Buy |
5,671
+1
| +0% | +$95 | 0.04% | 133 |
|
|
2021
Q2 | $562K | Buy |
5,670
+705
| +14% | +$69.9K | 0.05% | 154 |
|
|
2021
Q1 | $441K | Buy |
+4,965
| New | +$441K | 0.05% | 138 |
|
|
2019
Q1 | – | Sell |
-6,011
| Closed | -$418K | – | 223 |
|
|
2018
Q4 | $418K | Buy |
6,011
+76
| +1% | +$5.29K | 0.09% | 100 |
|
|
2018
Q3 | $484K | Sell |
5,935
-50
| -0.8% | -$4.08K | 0.1% | 112 |
|
|
2018
Q2 | $483K | Hold |
5,985
| – | – | 0.11% | 111 |
|
|
2018
Q1 | $595K | Sell |
5,985
-111
| -2% | -$11K | 0.16% | 110 |
|
|
2017
Q4 | $644K | Buy |
6,096
+735
| +14% | +$77.6K | 0.16% | 102 |
|
|
2017
Q3 | $595K | Buy |
+5,361
| New | +$595K | 0.14% | 99 |
|