SWM
SVA Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $657K | Buy |
7,933
+6
| +0.1% | +$497 | 0.06% | 143 |
|
|
2020
Q3 | $594K | Sell |
7,927
-245
| -3% | -$18.4K | 0.06% | 138 |
|
|
2020
Q2 | $572K | Sell |
8,172
-100
| -1% | -$7K | 0.06% | 140 |
|
|
2020
Q1 | $603K | Sell |
8,272
-302
| -4% | -$22K | 0.07% | 133 |
|
|
2019
Q4 | $730K | Sell |
8,574
-918
| -10% | -$78.2K | 0.07% | 132 |
|
|
2019
Q3 | $721K | Buy |
9,492
+2,000
| +27% | +$152K | 0.07% | 129 |
|
|
2019
Q2 | $588K | Sell |
7,492
-100
| -1% | -$7.85K | 0.06% | 141 |
|
|
2019
Q1 | $671K | Sell |
7,592
-367
| -5% | -$32.4K | 0.06% | 140 |
|
|
2018
Q4 | $531K | Sell |
7,959
-317
| -4% | -$21.1K | 0.06% | 144 |
|
|
2018
Q3 | $675K | Sell |
8,276
-1,137
| -12% | -$92.7K | 0.07% | 138 |
|
|
2018
Q2 | $760K | Sell |
9,413
-4,611
| -33% | -$372K | 0.08% | 131 |
|
|
2018
Q1 | $1.56M | Buy |
14,024
+1,635
| +13% | +$182K | 0.19% | 102 |
|
|
2017
Q4 | $1.31M | Sell |
12,389
-1,635
| -12% | -$173K | 0.15% | 111 |
|
|
2017
Q3 | $1.56M | Buy |
14,024
+746
| +6% | +$82.8K | 0.19% | 102 |
|
|
2017
Q2 | $1.56M | Sell |
13,278
-479
| -3% | -$56.3K | 0.2% | 97 |
|
|
2017
Q1 | $1.55M | Sell |
13,757
-15,749
| -53% | -$1.78M | 0.21% | 94 |
|
|
2016
Q4 | $2.7M | Sell |
29,506
-1,153
| -4% | -$105K | 0.4% | 71 |
|
|
2016
Q3 | $2.98M | Buy |
30,659
+84
| +0.3% | +$8.17K | 0.46% | 67 |
|
|
2016
Q2 | $3.11M | Sell |
30,575
-1,788
| -6% | -$182K | 0.5% | 63 |
|
|
2016
Q1 | $3.18M | Buy |
32,363
+1,101
| +4% | +$108K | 0.53% | 58 |
|
|
2015
Q4 | $2.75M | Buy |
31,262
+136
| +0.4% | +$12K | 0.48% | 68 |
|
|
2015
Q3 | $2.47M | Buy |
31,126
+2,668
| +9% | +$212K | 0.46% | 70 |
|
|
2015
Q2 | $2.28M | Buy |
28,458
+2,119
| +8% | +$170K | 0.42% | 71 |
|
|
2015
Q1 | $1.98M | Buy |
26,339
+12,534
| +91% | +$944K | 0.36% | 78 |
|
|
2014
Q4 | $1.12M | Buy |
13,805
+1,100
| +9% | +$89.6K | 0.41% | 60 |
|
|
2014
Q3 | $1.06M | Buy |
12,705
+128
| +1% | +$10.7K | 0.45% | 55 |
|
|
2014
Q2 | $1.06M | Sell |
12,577
-779
| -6% | -$65.7K | 0.45% | 53 |
|
|
2014
Q1 | $1.09M | Buy |
13,356
+4,965
| +59% | +$406K | 0.52% | 51 |
|
|
2013
Q4 | $731K | Buy |
+8,391
| New | +$731K | 0.44% | 60 |
|