NEIRG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-43,456
| Closed | -$4.24M | – | 85 |
|
|
2023
Q2 | $4.24M | Sell |
43,456
-34,574
| -44% | -$3.38M | 0.78% | 32 |
|
|
2023
Q1 | $7.59M | Buy |
78,030
+2,212
| +3% | +$215K | 1.31% | 25 |
|
|
2022
Q4 | $7.67M | Buy |
75,818
+2,447
| +3% | +$248K | 1.44% | 21 |
|
|
2022
Q3 | $6.09M | Buy |
73,371
+4,544
| +7% | +$377K | 1.22% | 25 |
|
|
2022
Q2 | $6.8M | Buy |
+68,827
| New | +$6.8M | 1.48% | 22 |
|