Sullivan, Bruyette, Speros & Blaney’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $525K | Sell |
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|
2020
Q3 | $516K | Hold |
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|
2020
Q2 | $482K | Sell |
|
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|
2020
Q1 | $534K | Buy |
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|
2019
Q4 | $534K | Buy |
|
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|
2019
Q3 | $472K | Hold |
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|
2019
Q2 | $488K | Sell |
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|
2019
Q1 | $573K | Sell |
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|
2018
Q4 | $448K | Sell |
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|
2018
Q3 | $588K | Buy |
|
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|
2018
Q2 | $582K | Sell |
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|
2018
Q1 | $797K | Sell |
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|
2017
Q4 | $853K | Sell |
|
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|
2017
Q3 | $1.07M | Sell |
|
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|
2017
Q2 | $1.17M | Buy |
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|
2017
Q1 | $1.08M | Sell |
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|
2016
Q4 | $971K | Sell |
|
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|
2016
Q3 | $1.11M | Buy |
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|
2016
Q2 | $942K | Buy |
|