Private Wealth Advisors (Pennsylvania)’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $348K | Sell |
4,207
-2,082
| -33% | -$172K | 0.2% | 86 |
|
|
2020
Q3 | $472K | Sell |
6,289
-239
| -4% | -$17.9K | 0.3% | 59 |
|
|
2020
Q2 | $457K | Buy |
6,528
+1
| +0% | +$70 | 0.31% | 58 |
|
|
2020
Q1 | $478K | Buy |
6,527
+336
| +5% | +$24.6K | 0.36% | 52 |
|
|
2019
Q4 | $524K | Sell |
6,191
-154
| -2% | -$13K | 0.28% | 76 |
|
|
2019
Q3 | $482K | Sell |
6,345
-3,038
| -32% | -$231K | 0.25% | 89 |
|
|
2019
Q2 | $737K | Buy |
9,383
+175
| +2% | +$13.7K | 0.26% | 87 |
|
|
2019
Q1 | $814K | Buy |
9,208
+229
| +3% | +$20.2K | 0.3% | 81 |
|
|
2018
Q4 | $599K | Sell |
8,979
-341
| -4% | -$22.7K | 0.26% | 86 |
|
|
2018
Q3 | $760K | Sell |
9,320
-171
| -2% | -$13.9K | 0.28% | 83 |
|
|
2018
Q2 | $766K | Buy |
9,491
+250
| +3% | +$20.2K | 0.31% | 79 |
|
|
2018
Q1 | $919K | Buy |
9,241
+245
| +3% | +$24.4K | 0.37% | 73 |
|
|
2017
Q4 | $950K | Buy |
8,996
+1,645
| +22% | +$174K | 0.37% | 70 |
|
|
2017
Q3 | $816K | Buy |
7,351
+25
| +0.3% | +$2.78K | 0.34% | 78 |
|
|
2017
Q2 | $860K | Hold |
7,326
| – | – | 0.37% | 71 |
|
|
2017
Q1 | $827K | Buy |
7,326
+331
| +5% | +$37.4K | 0.37% | 70 |
|
|
2016
Q4 | $640K | Sell |
6,995
-165
| -2% | -$15.1K | 0.3% | 79 |
|
|
2016
Q3 | $696K | Buy |
7,160
+175
| +3% | +$17K | 0.33% | 79 |
|
|
2016
Q2 | $711K | Hold |
6,985
| – | – | 0.35% | 74 |
|
|
2016
Q1 | $685K | Sell |
6,985
-220
| -3% | -$21.6K | 0.36% | 75 |
|
|
2015
Q4 | $633K | Sell |
7,205
-236
| -3% | -$20.7K | 0.36% | 73 |
|
|
2015
Q3 | $590K | Sell |
7,441
-535
| -7% | -$42.4K | 0.3% | 90 |
|
|
2015
Q2 | $639K | Sell |
7,976
-175
| -2% | -$14K | 0.29% | 88 |
|
|
2015
Q1 | $614K | Sell |
8,151
-205
| -2% | -$15.4K | 0.29% | 81 |
|
|
2014
Q4 | $681K | Sell |
8,356
-12,172
| -59% | -$992K | 0.33% | 75 |
|
|
2014
Q3 | $1.71M | Buy |
20,528
+220
| +1% | +$18.3K | 0.9% | 36 |
|
|
2014
Q2 | $1.71M | Sell |
20,308
-30
| -0.1% | -$2.53K | 0.88% | 40 |
|
|
2014
Q1 | $1.67M | Buy |
20,338
+35
| +0.2% | +$2.87K | 0.91% | 38 |
|
|
2013
Q4 | $1.77M | Buy |
20,303
+965
| +5% | +$84.1K | 0.97% | 35 |
|
|
2013
Q3 | $1.67M | Buy |
19,338
+581
| +3% | +$50.3K | 0.99% | 37 |
|
|
2013
Q2 | $1.63M | Buy |
+18,757
| New | +$1.63M | 1.01% | 34 |
|