MCIA
Mountain Capital Investment Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,990
| Closed | -$866K | – | 67 |
|
|
2023
Q4 | $866K | Sell |
8,990
-69
| -0.8% | -$6.64K | 0.29% | 27 |
|
|
2023
Q3 | $813K | Sell |
9,059
-8,365
| -48% | -$750K | 0.3% | 28 |
|
|
2023
Q2 | $1.7M | Sell |
17,424
-5,400
| -24% | -$527K | 0.64% | 24 |
|
|
2023
Q1 | $2.28M | Sell |
22,824
-96
| -0.4% | -$9.58K | 1% | 24 |
|
|
2022
Q4 | $2.34M | Buy |
22,920
+7,511
| +49% | +$768K | 1.07% | 26 |
|
|
2022
Q3 | $1.33M | Buy |
15,409
+757
| +5% | +$65.4K | 0.7% | 51 |
|
|
2022
Q2 | $1.39M | Sell |
14,652
-55
| -0.4% | -$5.23K | 0.7% | 45 |
|
|
2022
Q1 | $1.49M | Sell |
14,707
-317
| -2% | -$32.1K | 0.7% | 51 |
|
|
2021
Q4 | $1.52M | Buy |
15,024
+3,376
| +29% | +$341K | 0.69% | 50 |
|
|
2021
Q3 | $1.11M | Sell |
11,648
-131
| -1% | -$12.5K | 0.59% | 63 |
|
|
2021
Q2 | $1.16M | Sell |
11,779
-1,763
| -13% | -$173K | 0.53% | 54 |
|
|
2021
Q1 | $1.23M | Buy |
13,542
+2,147
| +19% | +$195K | 0.62% | 53 |
|
|
2020
Q4 | $938K | Sell |
11,395
-1,976
| -15% | -$163K | 0.57% | 57 |
|
|
2020
Q3 | $1.06M | Buy |
+13,371
| New | +$1.06M | 0.69% | 57 |
|
|
2017
Q4 | – | Sell |
-1,235
| Closed | -$137K | – | 326 |
|
|
2017
Q3 | $137K | Hold |
1,235
| – | – | 0.12% | 45 |
|
|
2017
Q2 | $145K | Buy |
+1,235
| New | +$145K | 0.14% | 46 |
|