Mitsubishi UFJ Morgan Stanley Securities’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-580
| Closed | -$53.1K | – | 28 |
|
|
2024
Q1 | $53.1K | Sell |
580
-4,066
| -88% | -$373K | 1.9% | 16 |
|
|
2023
Q4 | $437K | Sell |
4,646
-2,414
| -34% | -$227K | 2.52% | 15 |
|
|
2023
Q3 | $654K | Buy |
+7,060
| New | +$654K | 2.93% | 18 |
|
|
2014
Q4 | $5K | Hold |
60
| – | – | 0.01% | 254 |
|
|
2014
Q3 | $5K | Sell |
60
-70
| -54% | -$5.83K | 0.01% | 228 |
|
|
2014
Q2 | $11K | Buy |
+130
| New | +$11K | 0.03% | 172 |
|
|
2013
Q3 | – | Sell |
-10
| Closed | -$1K | – | 263 |
|
|
2013
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 204 |
|