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Stuart Chaussee & Associates’s Philip Morris PM Stock Holding History

Stuart Chaussee & Associates’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-195
Closed -$19.7K – 146
2022
Q4 		$19.7K Hold
195
– – 0.01% 70
2022
Q3 		$16K Hold
195
– – 0.04% 71
2022
Q2 		$19K Hold
195
– – 0.04% 67
2022
Q1 		$18K Hold
195
– – 0.01% 88
2021
Q4 		$19K Hold
195
– – 0.01% 87
2021
Q3 		$18K Hold
195
– – 0.03% 71
2021
Q2 		$19K Hold
195
– – 0.01% 73
2021
Q1 		$17K Buy
+195
New +$16.6K 0.01% 92
2018
Q2 		– Sell
-1,034
Closed -$103K – 138
2018
Q1 		$103K Buy
1,034
+190
+23% +$19.8K 0.43% 15
2017
Q4 		$88K Hold
844
– – 0.06% 25
2017
Q3 		$94K Sell
844
-1,026
-55% -$119K 0.07% 23
2017
Q2 		$220K Hold
1,870
– – 0.16% 15
2017
Q1 		$211K Buy
1,870
+101
+6% +$10.4K 0.21% 12
2016
Q4 		$162K Sell
1,769
-10,191
-85% -$944K 0.13% 17
2016
Q3 		$1.16M Buy
11,960
+850
+8% +$85.1K 0.95% 6
2016
Q2 		$1.13M Buy
11,110
+1,065
+11% +$106K 0.92% 5
2016
Q1 		$1.01M Sell
10,045
-865
-8% -$79.3K 0.92% 5
2015
Q4 		$959K Buy
+10,910
New +$947K 0.9% 10

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return