Norwood Financial’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $86.4K | Hold |
943
| – | – | 0.12% | 124 |
|
|
2023
Q4 | $88.7K | Sell |
943
-100
| -10% | -$9.41K | 0.13% | 112 |
|
|
2023
Q3 | $96.6K | Hold |
1,043
| – | – | 0.16% | 103 |
|
|
2023
Q2 | $102K | Buy |
1,043
+317
| +44% | +$30.9K | 0.15% | 101 |
|
|
2023
Q1 | $70.6K | Hold |
726
| – | – | 0.11% | 121 |
|
|
2022
Q4 | $73.5K | Hold |
726
| – | – | 0.12% | 114 |
|
|
2022
Q3 | $60K | Hold |
726
| – | – | 0.11% | 117 |
|
|
2022
Q2 | $72K | Hold |
726
| – | – | 0.12% | 111 |
|
|
2022
Q1 | $68K | Buy |
726
+100
| +16% | +$9.37K | 0.1% | 117 |
|
|
2021
Q4 | $59K | Buy |
+626
| New | +$59K | 0.08% | 131 |
|