SVA Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $657K | Buy |
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|
2020
Q3 | $594K | Sell |
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|
2020
Q2 | $572K | Sell |
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|
2020
Q1 | $603K | Sell |
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|
2019
Q4 | $730K | Sell |
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|
2019
Q3 | $721K | Buy |
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|
2019
Q2 | $588K | Sell |
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|
2019
Q1 | $671K | Sell |
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|
2018
Q4 | $531K | Sell |
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|
2018
Q3 | $675K | Sell |
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|
2018
Q2 | $760K | Sell |
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|
2018
Q1 | $1.56M | Buy |
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|
2017
Q4 | $1.31M | Sell |
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|
2017
Q3 | $1.56M | Buy |
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|
2017
Q2 | $1.56M | Sell |
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|
2017
Q1 | $1.55M | Sell |
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|
2016
Q4 | $2.7M | Sell |
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|
2016
Q3 | $2.98M | Buy |
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|
2016
Q2 | $3.11M | Sell |
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|
2016
Q1 | $3.17M | Buy |
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|
2015
Q4 | $2.75M | Buy |
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|
2015
Q3 | $2.47M | Buy |
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|
2015
Q2 | $2.28M | Buy |
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|
2015
Q1 | $1.98M | Buy |
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|
2014
Q4 | $1.12M | Buy |
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|
2014
Q3 | $1.06M | Buy |
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|
2014
Q2 | $1.06M | Sell |
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|
2014
Q1 | $1.09M | Buy |
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|
2013
Q4 | $731K | Buy |
|