Sargent Bickham Lagudis’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $296K | Buy |
2,927
+5
| +0.2% | +$506 | 0.02% | 231 |
|
|
2022
Q3 | $243K | Buy |
2,922
+11
| +0.4% | +$915 | 0.02% | 227 |
|
|
2022
Q2 | $287K | Buy |
2,911
+3
| +0.1% | +$296 | 0.02% | 217 |
|
|
2022
Q1 | $273K | Sell |
2,908
-156
| -5% | -$14.6K | 0.02% | 221 |
|
|
2021
Q4 | $291K | Sell |
3,064
-1,996
| -39% | -$190K | 0.02% | 210 |
|
|
2021
Q3 | $480K | Sell |
5,060
-403
| -7% | -$38.2K | 0.04% | 173 |
|
|
2021
Q2 | $541K | Buy |
5,463
+410
| +8% | +$40.6K | 0.04% | 164 |
|
|
2021
Q1 | $448K | Sell |
5,053
-1,591
| -24% | -$141K | 0.04% | 171 |
|
|
2020
Q4 | $550K | Buy |
6,644
+2,164
| +48% | +$179K | 0.05% | 145 |
|
|
2020
Q3 | $336K | Buy |
4,480
+1,598
| +55% | +$120K | 0.03% | 172 |
|
|
2020
Q2 | $202K | Sell |
2,882
-347
| -11% | -$24.3K | 0.02% | 204 |
|
|
2020
Q1 | $236K | Buy |
3,229
+1,883
| +140% | +$138K | 0.03% | 187 |
|
|
2019
Q4 | $115K | Buy |
1,346
+357
| +36% | +$30.5K | 0.01% | 266 |
|
|
2019
Q3 | $75K | Buy |
989
+3
| +0.3% | +$228 | 0.01% | 288 |
|
|
2019
Q2 | $77K | Buy |
986
+3
| +0.3% | +$234 | 0.01% | 310 |
|
|
2019
Q1 | $87K | Buy |
983
+4
| +0.4% | +$354 | 0.01% | 309 |
|
|
2018
Q4 | $65K | Buy |
979
+103
| +12% | +$6.84K | 0.01% | 327 |
|
|
2018
Q3 | $71K | Sell |
876
-108
| -11% | -$8.75K | 0.01% | 314 |
|
|
2018
Q2 | $79K | Buy |
984
+152
| +18% | +$12.2K | 0.01% | 299 |
|
|
2018
Q1 | $83K | Buy |
832
+2
| +0.2% | +$200 | 0.01% | 288 |
|
|
2017
Q4 | $88K | Sell |
830
-1,947
| -70% | -$206K | 0.01% | 293 |
|
|
2017
Q3 | $308K | Buy |
2,777
+1,951
| +236% | +$216K | 0.04% | 172 |
|
|
2017
Q2 | $97K | Buy |
826
+114
| +16% | +$13.4K | 0.01% | 275 |
|
|
2017
Q1 | $80K | Buy |
712
+217
| +44% | +$24.4K | 0.01% | 296 |
|
|
2016
Q4 | $45K | Sell |
495
-212
| -30% | -$19.3K | 0.01% | 357 |
|
|
2016
Q3 | $69 | Buy |
707
+162
| +30% | +$16 | 0.01% | 301 |
|
|
2016
Q2 | $55K | Buy |
545
+150
| +38% | +$15.1K | 0.01% | 331 |
|
|
2016
Q1 | $39K | Buy |
+395
| New | +$39K | 0.01% | 399 |
|