Peterson Financial Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $18.7K | Buy |
+154
| New | +$18.7K | 0.07% | 156 |
|
|
2022
Q3 | – | Sell |
-13,270
| Closed | -$1.31M | – | 80 |
|
|
2022
Q2 | $1.31M | Buy |
13,270
+671
| +5% | +$66.3K | 1.23% | 38 |
|
|
2022
Q1 | $1.18M | Buy |
12,599
+750
| +6% | +$70.5K | 0.98% | 41 |
|
|
2021
Q4 | $1.13M | Buy |
+11,849
| New | +$1.13M | 0.92% | 47 |
|