StrategIQ Financial Group’s Philip Morris PM Stock Holding History

StrategIQ Financial Group’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$1.26M	Sell	13,428 -43	-0.3%	-$4.05K	0.14%	125
2023 Q3	$1.25M	Buy	13,471 +3	+0%	+$278	0.14%	122
2023 Q2	$1.31M	Sell	13,468 -1,300	-9%	-$127K	0.15%	118
2023 Q1	$1.44M	Hold	14,768	–	–	0.17%	105
2022 Q4	$1.49M	Hold	14,768	–	–	0.17%	103
2022 Q3	$1.23M	Hold	14,768	–	–	0.16%	108
2022 Q2	$1.46M	Buy	14,768 +7,768	+111%	+$767K	0.18%	98
2022 Q1	$658K	Sell	7,000 -64	-0.9%	-$6.02K	0.07%	176
2021 Q4	$671K	Buy	7,064 +3,934	+126%	+$374K	0.07%	170
2021 Q3	$297K	Buy	3,130 +154	+5%	+$14.6K	0.06%	176
2021 Q2	$295K	Sell	2,976 -500	-14%	-$49.6K	0.06%	175
2021 Q1	$308K	Sell	3,476 -120	-3%	-$10.6K	0.06%	171
2020 Q4	$298K	Sell	3,596 -500	-12%	-$41.4K	0.07%	168
2020 Q3	$307K	Sell	4,096 -120	-3%	-$8.99K	0.08%	158
2020 Q2	$295K	Hold	4,216	–	–	0.08%	157
2020 Q1	$308K	Buy	4,216 +54	+1%	+$3.95K	0.1%	152
2019 Q4	$354K	Buy	4,162 +104	+3%	+$8.85K	0.09%	156
2019 Q3	$308K	Hold	4,058	–	–	0.09%	156
2019 Q2	$319K	Sell	4,058 -100	-2%	-$7.86K	0.09%	152
2019 Q1	$368K	Sell	4,158 -128	-3%	-$11.3K	0.11%	139
2018 Q4	$286K	Hold	4,286	–	–	0.1%	145
2018 Q3	$349K	Buy	4,286 +554	+15%	+$45.1K	0.11%	138
2018 Q2	$301K	Buy	3,732 +639	+21%	+$51.5K	0.1%	143
2018 Q1	$307K	Sell	3,093 -400	-11%	-$39.7K	0.12%	132
2017 Q4	$369K	Buy	3,493 +400	+13%	+$42.3K	0.14%	112
2017 Q3	$343K	Sell	3,093 -336	-10%	-$37.3K	0.14%	104
2017 Q2	$403K	Buy	3,429 +197	+6%	+$23.2K	0.17%	97
2017 Q1	$365K	Buy	3,232 +4	+0.1%	+$452	0.17%	97
2016 Q4	$295K	Buy	3,228 +4	+0.1%	+$366	0.15%	102
2016 Q3	$313K	Buy	3,224 +37	+1%	+$3.59K	0.17%	85
2016 Q2	$324K	Buy	3,187 +329	+12%	+$33.4K	0.19%	82
2016 Q1	$284K	Buy	2,858 +579	+25%	+$57.5K	0.27%	49
2015 Q4	$200K	Buy	+2,279	New	+$200K	0.2%	53