Surevest’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.75M | Buy |
57,170
+2,420
| +4% | +$201K | 1.29% | 15 |
|
|
2022
Q2 | $5.41M | Buy |
54,750
+4,263
| +8% | +$421K | 1.42% | 11 |
|
|
2022
Q1 | $4.74M | Buy |
50,487
+2,236
| +5% | +$210K | 1.14% | 21 |
|
|
2021
Q4 | $4.58M | Sell |
48,251
-5,139
| -10% | -$488K | 1.09% | 44 |
|
|
2021
Q3 | $5.06M | Buy |
53,390
+4,772
| +10% | +$452K | 1.28% | 21 |
|
|
2021
Q2 | $4.82M | Sell |
48,618
-482
| -1% | -$47.8K | 1.26% | 26 |
|
|
2021
Q1 | $4.36M | Buy |
49,100
+6,433
| +15% | +$571K | 1.32% | 37 |
|
|
2020
Q4 | $3.53M | Buy |
42,667
+5,157
| +14% | +$427K | 1.18% | 52 |
|
|
2020
Q3 | $2.81M | Buy |
37,510
+4,805
| +15% | +$360K | 1.11% | 54 |
|
|
2020
Q2 | $2.29M | Buy |
32,705
+2,060
| +7% | +$144K | 1.01% | 59 |
|
|
2020
Q1 | $2.24M | Buy |
30,645
+9,117
| +42% | +$665K | 1.22% | 51 |
|
|
2019
Q4 | $1.83M | Buy |
21,528
+3,763
| +21% | +$320K | 0.78% | 66 |
|
|
2019
Q3 | $1.35M | Buy |
17,765
+3,295
| +23% | +$250K | 0.66% | 67 |
|
|
2019
Q2 | $1.14M | Buy |
14,470
+5,771
| +66% | +$453K | 0.59% | 72 |
|
|
2019
Q1 | $769K | Buy |
8,699
+5,142
| +145% | +$455K | 0.47% | 58 |
|
|
2018
Q4 | $237K | Buy |
+3,557
| New | +$237K | 0.19% | 118 |
|