Retirement 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
Q1 | $99.5K | Sell |
1,086
-150
| -12% | -$13.7K | 0.04% | 162 |
|
|
2023
Q4 | $116K | Buy |
1,236
+50
| +4% | +$4.7K | 0.05% | 145 |
|
|
2023
Q3 | $110K | Sell |
1,186
-17
| -1% | -$1.57K | 0.05% | 141 |
|
|
2023
Q2 | $117K | Hold |
1,203
| – | – | 0.05% | 133 |
|
|
2023
Q1 | $117K | Hold |
1,203
| – | – | 0.05% | 126 |
|
|
2022
Q4 | $122K | Buy |
1,203
+1,036
| +620% | +$105K | 0.06% | 111 |
|
|
2022
Q3 | $14K | Sell |
167
-927
| -85% | -$77.7K | 0.01% | 222 |
|
|
2022
Q2 | $108K | Sell |
1,094
-69
| -6% | -$6.81K | 0.04% | 146 |
|
|
2022
Q1 | $109K | Hold |
1,163
| – | – | 0.04% | 163 |
|
|
2021
Q4 | $110K | Hold |
1,163
| – | – | 0.05% | 160 |
|
|
2021
Q3 | $110K | Hold |
1,163
| – | – | 0.05% | 156 |
|
|
2021
Q2 | $115K | Hold |
1,163
| – | – | 0.06% | 149 |
|
|
2021
Q1 | $103K | Hold |
1,163
| – | – | 0.05% | 181 |
|
|
2020
Q4 | $96K | Hold |
1,163
| – | – | 0.04% | 189 |
|
|
2020
Q3 | $87K | Buy |
1,163
+501
| +76% | +$37.5K | 0.05% | 190 |
|
|
2020
Q2 | $46K | Buy |
+662
| New | +$46K | 0.03% | 244 |
|
|
2019
Q4 | $46K | Buy |
+543
| New | +$46K | 0.03% | 240 |
|