SWA
Sutton Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $138K | Buy |
1,495
+25
| +2% | +$2.31K | 0.07% | 137 |
|
|
2023
Q2 | $144K | Hold |
1,470
| – | – | 0.07% | 137 |
|
|
2023
Q1 | $143K | Sell |
1,470
-2,571
| -64% | -$250K | 0.08% | 133 |
|
|
2022
Q4 | $409K | Sell |
4,041
-48
| -1% | -$4.86K | 0.16% | 103 |
|
|
2022
Q3 | $339K | Sell |
4,089
-6
| -0.1% | -$498 | 0.14% | 115 |
|
|
2022
Q2 | $404K | Sell |
4,095
-36
| -0.9% | -$3.56K | 0.16% | 96 |
|
|
2022
Q1 | $388K | Sell |
4,131
-215
| -5% | -$20.2K | 0.13% | 107 |
|
|
2021
Q4 | $413K | Sell |
4,346
-20
| -0.5% | -$1.9K | 0.14% | 107 |
|
|
2021
Q3 | $414K | Buy |
4,366
+12
| +0.3% | +$1.14K | 0.15% | 102 |
|
|
2021
Q2 | $432K | Hold |
4,354
| – | – | 0.16% | 100 |
|
|
2021
Q1 | $386K | Sell |
4,354
-118
| -3% | -$10.5K | 0.15% | 104 |
|
|
2020
Q4 | $370K | Buy |
4,472
+37
| +0.8% | +$3.06K | 0.16% | 105 |
|
|
2020
Q3 | $333K | Sell |
4,435
-3
| -0.1% | -$225 | 0.16% | 103 |
|
|
2020
Q2 | $311K | Sell |
4,438
-331
| -7% | -$23.2K | 0.16% | 103 |
|
|
2020
Q1 | $348K | Sell |
4,769
-360
| -7% | -$26.3K | 0.22% | 80 |
|
|
2019
Q4 | $436K | Sell |
5,129
-601
| -10% | -$51.1K | 0.22% | 76 |
|
|
2019
Q3 | $435K | Buy |
5,730
+43
| +0.8% | +$3.27K | 0.24% | 74 |
|
|
2019
Q2 | $447K | Sell |
5,687
-47
| -0.8% | -$3.69K | 0.26% | 71 |
|
|
2019
Q1 | $507K | Sell |
5,734
-38
| -0.7% | -$3.36K | 0.3% | 57 |
|
|
2018
Q4 | $385K | Sell |
5,772
-457
| -7% | -$30.5K | 0.25% | 67 |
|
|
2018
Q3 | $508K | Sell |
6,229
-27
| -0.4% | -$2.2K | 0.33% | 53 |
|
|
2018
Q2 | $505K | Sell |
6,256
-465
| -7% | -$37.5K | 0.35% | 48 |
|
|
2018
Q1 | $668K | Hold |
6,721
| – | – | 0.48% | 34 |
|
|
2017
Q4 | $710K | Sell |
6,721
-42
| -0.6% | -$4.44K | 0.52% | 31 |
|
|
2017
Q3 | $751K | Hold |
6,763
| – | – | 0.57% | 26 |
|
|
2017
Q2 | $794K | Buy |
6,763
+6
| +0.1% | +$705 | 0.63% | 24 |
|
|
2017
Q1 | $763K | Hold |
6,757
| – | – | 0.64% | 25 |
|
|
2016
Q4 | $618K | Buy |
6,757
+20
| +0.3% | +$1.83K | 0.55% | 31 |
|
|
2016
Q3 | $655K | Sell |
6,737
-64
| -0.9% | -$6.22K | 0.6% | 26 |
|
|
2016
Q2 | $692K | Sell |
6,801
-184
| -3% | -$18.7K | 0.65% | 24 |
|
|
2016
Q1 | $685K | Buy |
+6,985
| New | +$685K | 0.65% | 25 |
|