ParenteBeard 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $21.1K | Sell |
1,721
-19,182
| -92% | -$235K | 0.25% | 38 |
|
2014
Q3 | $1.74M | Buy |
20,903
+10
| +0% | +$834 | 0.73% | 25 |
|
2014
Q2 | $1.76M | Sell |
20,893
-365
| -2% | -$30.8K | 0.77% | 21 |
|
2014
Q1 | $1.74M | Sell |
21,258
-3,140
| -13% | -$257K | 0.86% | 21 |
|
2013
Q4 | $2.13M | Buy |
24,398
+50
| +0.2% | +$4.36K | 0.84% | 27 |
|
2013
Q3 | $2.11M | Sell |
24,348
-7,092
| -23% | -$614K | 1.03% | 22 |
|
2013
Q2 | $2.72M | Buy |
+31,440
| New | +$2.72M | 1.23% | 18 |
|