Personal Capital Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $481K | Buy |
4,748
+52
| +1% | +$4.91K | ﹤0.01% | 309 |
|
|
2022
Q3 | $390K | Buy |
4,696
+253
| +6% | +$24.1K | ﹤0.01% | 319 |
|
|
2022
Q2 | $439K | Sell |
4,443
-300
| -6% | -$30.6K | ﹤0.01% | 287 |
|
|
2022
Q1 | $446K | Sell |
4,743
-6
| -0.1% | -$600 | ﹤0.01% | 322 |
|
|
2021
Q4 | $444K | Sell |
4,749
-236
| -5% | -$22.1K | ﹤0.01% | 359 |
|
|
2021
Q3 | $473K | Sell |
4,985
-78
| -2% | -$7.85K | ﹤0.01% | 316 |
|
|
2021
Q2 | $502K | Sell |
5,063
-755
| -13% | -$72.4K | ﹤0.01% | 309 |
|
|
2021
Q1 | $516K | Buy |
5,818
+543
| +10% | +$46.1K | ﹤0.01% | 302 |
|
|
2020
Q4 | $437K | Buy |
5,275
+1,425
| +37% | +$111K | ﹤0.01% | 320 |
|
|
2020
Q3 | $289K | Buy |
3,850
+533
| +16% | +$41.1K | ﹤0.01% | 335 |
|
|
2020
Q2 | $232K | Sell |
3,317
-2,653
| -44% | -$193K | ﹤0.01% | 328 |
|
|
2020
Q1 | $433K | Buy |
5,970
+2,096
| +54% | +$172K | ﹤0.01% | 260 |
|
|
2019
Q4 | $330K | Buy |
3,874
+563
| +17% | +$46.4K | ﹤0.01% | 313 |
|
|
2019
Q3 | $251K | Buy |
3,311
+27
| +0.8% | +$2.14K | ﹤0.01% | 317 |
|
|
2019
Q2 | $258K | Sell |
3,284
-88
| -3% | -$7.27K | ﹤0.01% | 286 |
|
|
2019
Q1 | $298K | Sell |
3,372
-1,013
| -23% | -$81.6K | ﹤0.01% | 272 |
|
|
2018
Q4 | $293K | Sell |
4,385
-10
| -0.2% | -$835 | ﹤0.01% | 264 |
|
|
2018
Q3 | $358K | Sell |
4,395
-420
| -9% | -$34.5K | ﹤0.01% | 238 |
|
|
2018
Q2 | $389K | Buy |
4,815
+84
| +2% | +$7.13K | 0.01% | 222 |
|
|
2018
Q1 | $470K | Buy |
4,731
+1,345
| +40% | +$140K | 0.01% | 188 |
|
|
2017
Q4 | $358K | Buy |
3,386
+61
| +2% | +$6.5K | 0.01% | 198 |
|
|
2017
Q3 | $369K | Sell |
3,325
-136
| -4% | -$15.8K | 0.01% | 189 |
|
|
2017
Q2 | $407K | Buy |
3,461
+513
| +17% | +$59.4K | 0.01% | 186 |
|
|
2017
Q1 | $334K | Buy |
2,948
+220
| +8% | +$22.7K | 0.01% | 178 |
|
|
2016
Q4 | $250K | Buy |
2,728
+675
| +33% | +$62.5K | 0.01% | 163 |
|
|
2016
Q3 | $201K | Sell |
2,053
-926
| -31% | -$92.8K | 0.01% | 161 |
|
|
2016
Q2 | $303K | Buy |
2,979
+71
| +2% | +$7.08K | 0.01% | 151 |
|
|
2016
Q1 | $285K | Buy |
2,908
+114
| +4% | +$10.5K | 0.01% | 142 |
|
|
2015
Q4 | $246K | Buy |
+2,794
| New | +$243K | 0.01% | 146 |
|
Other funds holding PM
