Parasol 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
Q1 | $204K | Sell |
1,810
-2,584
| -59% | -$291K | 0.33% | 27 |
|
|
2016
Q4 | $402K | Hold |
4,394
| – | – | 0.42% | 42 |
|
|
2016
Q3 | $427K | Sell |
4,394
-445
| -9% | -$43.2K | 0.44% | 38 |
|
|
2016
Q2 | $492K | Sell |
4,839
-568
| -11% | -$57.8K | 0.51% | 36 |
|
|
2016
Q1 | $530K | Sell |
5,407
-326
| -6% | -$32K | 0.52% | 28 |
|
|
2015
Q4 | $504K | Sell |
5,733
-570
| -9% | -$50.1K | 0.48% | 25 |
|
|
2015
Q3 | $500K | Sell |
6,303
-5,288
| -46% | -$419K | 0.45% | 28 |
|
|
2015
Q2 | $929K | Buy |
11,591
+10
| +0.1% | +$801 | 0.62% | 30 |
|
|
2015
Q1 | $872K | Buy |
11,581
+2,070
| +22% | +$156K | 0.55% | 32 |
|
|
2014
Q4 | $775K | Buy |
9,511
+665
| +8% | +$54.2K | 0.54% | 30 |
|
|
2014
Q3 | $738K | Buy |
8,846
+1,953
| +28% | +$163K | 0.51% | 26 |
|
|
2014
Q2 | $581K | Buy |
6,893
+4,420
| +179% | +$373K | 0.4% | 33 |
|
|
2014
Q1 | $202K | Buy |
2,473
+2,350
| +1,911% | +$192K | 0.14% | 44 |
|
|
2013
Q4 | $11K | Buy |
+123
| New | +$11K | 0.01% | 185 |
|