Midwest Investment Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $244K | Sell |
2,200
-100
| -4% | -$11.1K | 0.2% | 49 |
|
|
2017
Q2 | $270K | Hold |
2,300
| – | – | 0.23% | 47 |
|
|
2017
Q1 | $259K | Hold |
2,300
| – | – | 0.22% | 47 |
|
|
2016
Q4 | $210K | Sell |
2,300
-175
| -7% | -$16K | 0.18% | 48 |
|
|
2016
Q3 | $240K | Sell |
2,475
-200
| -7% | -$19.4K | 0.21% | 51 |
|
|
2016
Q2 | $272K | Hold |
2,675
| – | – | 0.22% | 47 |
|
|
2016
Q1 | $262K | Hold |
2,675
| – | – | 0.21% | 46 |
|
|
2015
Q4 | $235K | Hold |
2,675
| – | – | 0.2% | 46 |
|
|
2015
Q3 | $212K | Sell |
2,675
-200
| -7% | -$15.9K | 0.18% | 49 |
|
|
2015
Q2 | $230K | Sell |
2,875
-100
| -3% | -$8K | 0.18% | 52 |
|
|
2015
Q1 | $224K | Sell |
2,975
-200
| -6% | -$15.1K | 0.17% | 52 |
|
|
2014
Q4 | $258K | Sell |
3,175
-100
| -3% | -$8.13K | 0.19% | 51 |
|
|
2014
Q3 | $273K | Sell |
3,275
-250
| -7% | -$20.8K | 0.2% | 53 |
|
|
2014
Q2 | $297K | Hold |
3,525
| – | – | 0.22% | 54 |
|
|
2014
Q1 | $288K | Hold |
3,525
| – | – | 0.22% | 54 |
|
|
2013
Q4 | $307K | Buy |
3,525
+100
| +3% | +$8.71K | 0.23% | 58 |
|
|
2013
Q3 | $296K | Buy |
+3,425
| New | +$296K | 0.25% | 57 |
|