Mid Atlantic Financial Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $2.94M | Sell |
31,032
-95
| -0.3% | -$9.01K | 0.2% | 111 |
|
2021
Q2 | $3.09M | Sell |
31,127
-149
| -0.5% | -$14.8K | 0.21% | 105 |
|
2021
Q1 | $2.78M | Buy |
31,276
+857
| +3% | +$76K | 0.2% | 109 |
|
2020
Q4 | $2.52M | Buy |
30,419
+3,596
| +13% | +$298K | 0.19% | 117 |
|
2020
Q3 | $1.92M | Sell |
26,823
-1,815
| -6% | -$130K | 0.17% | 124 |
|
2020
Q2 | $2.01M | Buy |
28,638
+415
| +1% | +$29.1K | 0.19% | 111 |
|
2020
Q1 | $2.06M | Buy |
28,223
+211
| +0.8% | +$15.4K | 0.24% | 92 |
|
2019
Q4 | $2.38M | Buy |
28,012
+14,141
| +102% | +$1.2M | 0.22% | 100 |
|
2019
Q3 | $1.05M | Buy |
13,871
+1,010
| +8% | +$76.7K | 0.11% | 178 |
|
2019
Q2 | $1.01M | Buy |
12,861
+279
| +2% | +$21.9K | 0.11% | 192 |
|
2019
Q1 | $1.11M | Buy |
12,582
+1,251
| +11% | +$111K | 0.12% | 162 |
|
2018
Q4 | $756K | Buy |
+11,331
| New | +$756K | 0.09% | 219 |
|