Sugarloaf Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $273K | Buy |
2,267
+12
| +0.5% | +$1.44K | 0.05% | 131 |
|
|
2024
Q3 | $274K | Buy |
2,255
+15
| +0.7% | +$1.82K | 0.05% | 128 |
|
|
2024
Q2 | $227K | Buy |
2,240
+16
| +0.7% | +$1.62K | 0.05% | 129 |
|
|
2024
Q1 | $204K | Sell |
2,224
-158
| -7% | -$14.5K | 0.04% | 145 |
|
|
2023
Q4 | $224K | Sell |
2,382
-61
| -2% | -$5.74K | 0.05% | 129 |
|
|
2023
Q3 | $226K | Buy |
2,443
+16
| +0.7% | +$1.48K | 0.06% | 111 |
|
|
2023
Q2 | $237K | Sell |
2,427
-92
| -4% | -$8.98K | 0.06% | 112 |
|
|
2023
Q1 | $245K | Sell |
2,519
-81
| -3% | -$7.88K | 0.06% | 117 |
|
|
2022
Q4 | $263K | Buy |
2,600
+99
| +4% | +$10K | 0.07% | 108 |
|
|
2022
Q3 | $208K | Buy |
2,501
+63
| +3% | +$5.24K | 0.05% | 114 |
|
|
2022
Q2 | $241K | Buy |
2,438
+16
| +0.7% | +$1.58K | 0.06% | 104 |
|
|
2022
Q1 | $228K | Buy |
2,422
+15
| +0.6% | +$1.41K | 0.05% | 114 |
|
|
2021
Q4 | $229K | Buy |
2,407
+15
| +0.6% | +$1.43K | 0.05% | 115 |
|
|
2021
Q3 | $227K | Buy |
2,392
+14
| +0.6% | +$1.33K | 0.06% | 113 |
|
|
2021
Q2 | $236K | Buy |
2,378
+16
| +0.7% | +$1.59K | 0.06% | 110 |
|
|
2021
Q1 | $210 | Buy |
2,362
+17
| +0.7% | +$2 | 0.06% | 119 |
|
|
2020
Q4 | $194K | Sell |
2,345
-1,033
| -31% | -$85.5K | 0.06% | 119 |
|
|
2020
Q3 | $246K | Sell |
3,378
-359
| -10% | -$26.1K | 0.09% | 92 |
|
|
2020
Q2 | $262K | Buy |
3,737
+20
| +0.5% | +$1.4K | 0.1% | 90 |
|
|
2020
Q1 | $271K | Sell |
3,717
-308
| -8% | -$22.5K | 0.12% | 86 |
|
|
2019
Q4 | $342K | Buy |
+4,025
| New | +$342K | 0.15% | 92 |
|