RFA
Reilly Financial Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $176K | Buy |
1,855
+155
| +9% | +$14.7K | 0.01% | 220 |
|
|
2021
Q3 | $161K | Buy |
1,700
+69
| +4% | +$6.54K | 0.01% | 215 |
|
|
2021
Q2 | $162K | Sell |
1,631
-486
| -23% | -$48.3K | 0.01% | 228 |
|
|
2021
Q1 | $188K | Buy |
2,117
+159
| +8% | +$14.1K | 0.02% | 200 |
|
|
2020
Q4 | $162K | Buy |
1,958
+1
| +0.1% | +$83 | 0.02% | 208 |
|
|
2020
Q3 | $147K | Sell |
1,957
-633
| -24% | -$47.5K | 0.02% | 200 |
|
|
2020
Q2 | $181K | Buy |
2,590
+9
| +0.3% | +$629 | 0.02% | 178 |
|
|
2020
Q1 | $188K | Sell |
2,581
-390
| -13% | -$28.4K | 0.03% | 166 |
|
|
2019
Q4 | $253K | Sell |
2,971
-265
| -8% | -$22.6K | 0.03% | 167 |
|
|
2019
Q3 | $246K | Sell |
3,236
-189
| -6% | -$14.4K | 0.03% | 173 |
|
|
2019
Q2 | $269K | Sell |
3,425
-103
| -3% | -$8.09K | 0.03% | 161 |
|
|
2019
Q1 | $312K | Sell |
3,528
-104
| -3% | -$9.2K | 0.04% | 143 |
|
|
2018
Q4 | $242K | Buy |
3,632
+261
| +8% | +$17.4K | 0.04% | 158 |
|
|
2018
Q3 | $275K | Sell |
3,371
-787
| -19% | -$64.2K | 0.04% | 153 |
|
|
2018
Q2 | $336K | Sell |
4,158
-165
| -4% | -$13.3K | 0.05% | 137 |
|
|
2018
Q1 | $430K | Sell |
4,323
-2,528
| -37% | -$251K | 0.06% | 128 |
|
|
2017
Q4 | $724K | Sell |
6,851
-209
| -3% | -$22.1K | 0.1% | 106 |
|
|
2017
Q3 | $784K | Buy |
7,060
+70
| +1% | +$7.77K | 0.12% | 97 |
|
|
2017
Q2 | $821K | Buy |
6,990
+857
| +14% | +$101K | 0.13% | 98 |
|
|
2017
Q1 | $692K | Sell |
6,133
-680
| -10% | -$76.7K | 0.11% | 99 |
|
|
2016
Q4 | $623K | Buy |
6,813
+1,597
| +31% | +$146K | 0.11% | 99 |
|
|
2016
Q3 | $507K | Buy |
5,216
+200
| +4% | +$19.4K | 0.09% | 100 |
|
|
2016
Q2 | $510K | Buy |
+5,016
| New | +$510K | 0.09% | 101 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1050 |
|
|
2015
Q4 | – | Sell |
-3,927
| Closed | -$312K | – | 1074 |
|
|
2015
Q3 | $312K | Sell |
3,927
-85
| -2% | -$6.75K | 0.06% | 142 |
|
|
2015
Q2 | $322K | Buy |
4,012
+1,054
| +36% | +$84.6K | 0.06% | 149 |
|
|
2015
Q1 | $223K | Sell |
2,958
-7,060
| -70% | -$532K | 0.04% | 166 |
|
|
2014
Q4 | $816K | Sell |
10,018
-90,533
| -90% | -$7.37M | 0.2% | 57 |
|
|
2014
Q3 | $8.39M | Buy |
100,551
+5,557
| +6% | +$463K | 2.02% | 23 |
|
|
2014
Q2 | $8M | Buy |
94,994
+3,584
| +4% | +$302K | 1.9% | 26 |
|
|
2014
Q1 | $7.48M | Buy |
91,410
+6,322
| +7% | +$518K | 1.78% | 27 |
|
|
2013
Q4 | $7.41M | Buy |
85,088
+10,639
| +14% | +$927K | 1.82% | 25 |
|
|
2013
Q3 | $6.53M | Buy |
74,449
+3,212
| +5% | +$282K | 1.82% | 26 |
|
|
2013
Q2 | $6.24M | Buy |
+71,237
| New | +$6.24M | 1.85% | 26 |
|