PS
Planned Solutions’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-650
| Closed | -$78.9K | – | 486 |
|
|
2024
Q3 | $78.9K | Buy |
+650
| New | +$78.9K | 0.03% | 239 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$9.41K | – | 421 |
|
|
2023
Q4 | $9.41K | Buy |
+100
| New | +$9.41K | ﹤0.01% | 428 |
|
|
2021
Q1 | – | Sell |
-1,465
| Closed | -$121K | – | 312 |
|
|
2020
Q4 | $121K | Buy |
1,465
+300
| +26% | +$24.8K | 0.1% | 82 |
|
|
2020
Q3 | $87K | Buy |
+1,165
| New | +$87K | 0.09% | 90 |
|