Sunflower Bank 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $745K | Hold |
9,938
| – | – | 0.25% | 53 |
|
|
2020
Q2 | $696K | Hold |
9,938
| – | – | 0.23% | 56 |
|
|
2020
Q1 | $725K | Sell |
9,938
-160
| -2% | -$11.7K | 0.28% | 54 |
|
|
2019
Q4 | $860K | Sell |
10,098
-147
| -1% | -$12.5K | 0.26% | 58 |
|
|
2019
Q3 | $777K | Buy |
10,245
+147
| +1% | +$11.1K | 0.25% | 64 |
|
|
2019
Q2 | $793K | Hold |
10,098
| – | – | 0.26% | 62 |
|
|
2019
Q1 | $892K | Sell |
10,098
-1,000
| -9% | -$88.3K | 0.27% | 55 |
|
|
2018
Q4 | $741K | Sell |
11,098
-290
| -3% | -$19.4K | 0.24% | 64 |
|
|
2018
Q3 | $929K | Sell |
11,388
-480
| -4% | -$39.2K | 0.26% | 58 |
|
|
2018
Q2 | $959K | Hold |
11,868
| – | – | 0.28% | 57 |
|
|
2018
Q1 | $1.18M | Hold |
11,868
| – | – | 0.33% | 48 |
|
|
2017
Q4 | $1.25M | Buy |
+11,868
| New | +$1.25M | 0.34% | 49 |
|