Stumpf Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $202K | Buy |
+2,700
| New | +$202K | 0.38% | 11 |
|
|
2020
Q1 | – | Sell |
-2,600
| Closed | -$221K | – | 12 |
|
|
2019
Q4 | $221K | Buy |
+2,600
| New | +$221K | 0.17% | 14 |
|
|
2019
Q3 | – | Sell |
-2,600
| Closed | -$204K | – | 15 |
|
|
2019
Q2 | $204K | Hold |
2,600
| – | – | 0.17% | 12 |
|
|
2019
Q1 | $230K | Hold |
2,600
| – | – | 0.24% | 13 |
|
|
2018
Q4 | $174K | Hold |
2,600
| – | – | 0.18% | 12 |
|
|
2018
Q3 | $212K | Hold |
2,600
| – | – | 0.19% | 12 |
|
|
2018
Q2 | $210K | Hold |
2,600
| – | – | 0.2% | 12 |
|
|
2018
Q1 | $258K | Hold |
2,600
| – | – | 0.26% | 11 |
|
|
2017
Q4 | $275K | Buy |
+2,600
| New | +$275K | 0.25% | 9 |
|