Rockefeller Financial Services’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $70K | Hold |
664
| – | – | ﹤0.01% | 399 |
|
|
2017
Q3 | $74K | Buy |
664
+200
| +43% | +$22.3K | ﹤0.01% | 398 |
|
|
2017
Q2 | $54K | Hold |
464
| – | – | ﹤0.01% | 377 |
|
|
2017
Q1 | $52K | Hold |
464
| – | – | ﹤0.01% | 397 |
|
|
2016
Q4 | $42K | Hold |
464
| – | – | ﹤0.01% | 427 |
|
|
2016
Q3 | $45K | Hold |
464
| – | – | ﹤0.01% | 394 |
|
|
2016
Q2 | $47K | Hold |
464
| – | – | ﹤0.01% | 403 |
|
|
2016
Q1 | $46K | Hold |
464
| – | – | ﹤0.01% | 430 |
|
|
2015
Q4 | $41K | Hold |
464
| – | – | ﹤0.01% | 445 |
|
|
2015
Q3 | $37K | Hold |
464
| – | – | ﹤0.01% | 431 |
|
|
2015
Q2 | $37K | Sell |
464
-3,600
| -89% | -$287K | ﹤0.01% | 404 |
|
|
2015
Q1 | $306K | Buy |
4,064
+3,600
| +776% | +$271K | 0.01% | 284 |
|
|
2014
Q4 | $38K | Hold |
464
| – | – | ﹤0.01% | 398 |
|
|
2014
Q3 | $39K | Hold |
464
| – | – | ﹤0.01% | 413 |
|
|
2014
Q2 | $39K | Hold |
464
| – | – | ﹤0.01% | 426 |
|
|
2014
Q1 | $38K | Sell |
464
-47
| -9% | -$3.85K | ﹤0.01% | 439 |
|
|
2013
Q4 | $45K | Buy |
511
+47
| +10% | +$4.14K | ﹤0.01% | 418 |
|
|
2013
Q3 | $40K | Sell |
464
-2,009
| -81% | -$173K | ﹤0.01% | 425 |
|
|
2013
Q2 | $214K | Buy |
+2,473
| New | +$214K | 0.01% | 324 |
|