PVWM
Point View Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $678K | Buy |
8,188
+8
| +0.1% | +$662 | 0.28% | 120 |
|
|
2020
Q3 | $613K | Buy |
8,180
+659
| +9% | +$49.4K | 0.29% | 112 |
|
|
2020
Q2 | $527K | Buy |
7,521
+304
| +4% | +$21.3K | 0.25% | 127 |
|
|
2020
Q1 | $527K | Sell |
7,217
-479
| -6% | -$35K | 0.29% | 113 |
|
|
2019
Q4 | $655K | Sell |
7,696
-154
| -2% | -$13.1K | 0.27% | 125 |
|
|
2019
Q3 | $596K | Sell |
7,850
-1,739
| -18% | -$132K | 0.27% | 122 |
|
|
2019
Q2 | $753K | Buy |
9,589
+757
| +9% | +$59.4K | 0.32% | 104 |
|
|
2019
Q1 | $781K | Sell |
8,832
-833
| -9% | -$73.7K | 0.35% | 103 |
|
|
2018
Q4 | $645K | Sell |
9,665
-637
| -6% | -$42.5K | 0.33% | 110 |
|
|
2018
Q3 | $840K | Sell |
10,302
-272
| -3% | -$22.2K | 0.37% | 90 |
|
|
2018
Q2 | $854K | Buy |
10,574
+90
| +0.9% | +$7.27K | 0.4% | 85 |
|
|
2018
Q1 | $1.04M | Buy |
10,484
+87
| +0.8% | +$8.65K | 0.5% | 61 |
|
|
2017
Q4 | $1.1M | Sell |
10,397
-278
| -3% | -$29.4K | 0.52% | 60 |
|
|
2017
Q3 | $1.19M | Sell |
10,675
-17
| -0.2% | -$1.89K | 0.57% | 57 |
|
|
2017
Q2 | $1.26M | Sell |
10,692
-50
| -0.5% | -$5.87K | 0.62% | 49 |
|
|
2017
Q1 | $1.21M | Buy |
10,742
+238
| +2% | +$26.9K | 0.63% | 51 |
|
|
2016
Q4 | $961K | Sell |
10,504
-226
| -2% | -$20.7K | 0.55% | 57 |
|
|
2016
Q3 | $1.04M | Sell |
10,730
-204
| -2% | -$19.8K | 0.62% | 45 |
|
|
2016
Q2 | $1.11M | Buy |
10,934
+475
| +5% | +$48.3K | 0.67% | 40 |
|
|
2016
Q1 | $1.03M | Sell |
10,459
-138
| -1% | -$13.5K | 0.66% | 41 |
|
|
2015
Q4 | $932K | Buy |
10,597
+179
| +2% | +$15.7K | 0.67% | 43 |
|
|
2015
Q3 | $826K | Buy |
10,418
+1,905
| +22% | +$151K | 0.66% | 51 |
|
|
2015
Q2 | $683K | Buy |
8,513
+1,875
| +28% | +$150K | 0.53% | 67 |
|
|
2015
Q1 | $500K | Buy |
6,638
+1,806
| +37% | +$136K | 0.39% | 95 |
|
|
2014
Q4 | $394K | Buy |
4,832
+1,371
| +40% | +$112K | 0.29% | 112 |
|
|
2014
Q3 | $289K | Buy |
3,461
+260
| +8% | +$21.7K | 0.25% | 136 |
|
|
2014
Q2 | $270K | Sell |
3,201
-1,487
| -32% | -$125K | 0.23% | 142 |
|
|
2014
Q1 | $384K | Hold |
4,688
| – | – | 0.35% | 102 |
|
|
2013
Q4 | $408K | Buy |
+4,688
| New | +$408K | 0.39% | 91 |
|