SBSB
Sullivan, Bruyette, Speros & Blaney’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $688K | Buy |
7,754
+1,413
| +22% | +$125K | 0.03% | 149 |
|
|
2020
Q4 | $525K | Sell |
6,341
-540
| -8% | -$44.7K | 0.02% | 163 |
|
|
2020
Q3 | $516K | Hold |
6,881
| – | – | 0.03% | 145 |
|
|
2020
Q2 | $482K | Sell |
6,881
-441
| -6% | -$30.9K | 0.03% | 141 |
|
|
2020
Q1 | $534K | Buy |
7,322
+1,050
| +17% | +$76.6K | 0.04% | 117 |
|
|
2019
Q4 | $534K | Buy |
6,272
+60
| +1% | +$5.11K | 0.03% | 134 |
|
|
2019
Q3 | $472K | Hold |
6,212
| – | – | 0.03% | 137 |
|
|
2019
Q2 | $488K | Sell |
6,212
-266
| -4% | -$20.9K | 0.03% | 130 |
|
|
2019
Q1 | $573K | Sell |
6,478
-235
| -4% | -$20.8K | 0.04% | 109 |
|
|
2018
Q4 | $448K | Sell |
6,713
-497
| -7% | -$33.2K | 0.03% | 119 |
|
|
2018
Q3 | $588K | Buy |
7,210
+4
| +0.1% | +$326 | 0.05% | 84 |
|
|
2018
Q2 | $582K | Sell |
7,206
-813
| -10% | -$65.7K | 0.06% | 80 |
|
|
2018
Q1 | $797K | Sell |
8,019
-57
| -0.7% | -$5.67K | 0.08% | 68 |
|
|
2017
Q4 | $853K | Sell |
8,076
-1,532
| -16% | -$162K | 0.08% | 64 |
|
|
2017
Q3 | $1.07M | Sell |
9,608
-321
| -3% | -$35.6K | 0.11% | 54 |
|
|
2017
Q2 | $1.17M | Buy |
9,929
+403
| +4% | +$47.3K | 0.12% | 47 |
|
|
2017
Q1 | $1.08M | Sell |
9,526
-1,087
| -10% | -$123K | 0.11% | 45 |
|
|
2016
Q4 | $971K | Sell |
10,613
-775
| -7% | -$70.9K | 0.1% | 46 |
|
|
2016
Q3 | $1.11M | Buy |
11,388
+2,131
| +23% | +$207K | 0.11% | 43 |
|
|
2016
Q2 | $942K | Buy |
+9,257
| New | +$942K | 0.1% | 47 |
|