Peachtree Investment Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $511K | Sell |
7,660
-93
| -1% | -$6.2K | 0.39% | 43 |
|
|
2018
Q3 | $632K | Hold |
7,753
| – | – | 0.43% | 43 |
|
|
2018
Q2 | $626K | Sell |
7,753
-326
| -4% | -$26.3K | 0.45% | 40 |
|
|
2018
Q1 | $803K | Sell |
8,079
-1,050
| -12% | -$104K | 0.6% | 32 |
|
|
2017
Q4 | $964K | Sell |
9,129
-100
| -1% | -$10.6K | 0.74% | 31 |
|
|
2017
Q3 | $1.03M | Hold |
9,229
| – | – | 0.88% | 31 |
|
|
2017
Q2 | $1.08M | Hold |
9,229
| – | – | 0.93% | 33 |
|
|
2017
Q1 | $1.04M | Hold |
9,229
| – | – | 0.95% | 33 |
|
|
2016
Q4 | $844K | Hold |
9,229
| – | – | 0.83% | 36 |
|
|
2016
Q3 | $897K | Hold |
9,229
| – | – | 0.88% | 37 |
|
|
2016
Q2 | $939K | Hold |
9,229
| – | – | 0.95% | 35 |
|
|
2016
Q1 | $905K | Hold |
9,229
| – | – | 0.91% | 38 |
|
|
2015
Q4 | $811K | Sell |
9,229
-1,124
| -11% | -$98.8K | 0.85% | 40 |
|
|
2015
Q3 | $821K | Hold |
10,353
| – | – | 0.85% | 39 |
|
|
2015
Q2 | $830K | Hold |
10,353
| – | – | 0.62% | 49 |
|
|
2015
Q1 | $780K | Sell |
10,353
-63
| -0.6% | -$4.75K | 0.56% | 52 |
|
|
2014
Q4 | $821K | Sell |
10,416
-1,422
| -12% | -$112K | 0.55% | 50 |
|
|
2014
Q3 | $987K | Hold |
11,838
| – | – | 0.66% | 36 |
|
|
2014
Q2 | $998K | Sell |
11,838
-1,333
| -10% | -$112K | 0.67% | 40 |
|
|
2014
Q1 | $1.08M | Sell |
13,171
-300
| -2% | -$24.6K | 0.73% | 33 |
|
|
2013
Q4 | $1.17M | Buy |
+13,471
| New | +$1.17M | 0.8% | 30 |
|