Taylor Wealth Management Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$67K | – | 100 |
|
|
2018
Q4 | $67K | Hold |
1,000
| – | – | 0.04% | 57 |
|
|
2018
Q3 | $82K | Hold |
1,000
| – | – | 0.03% | 68 |
|
|
2018
Q2 | $81K | Hold |
1,000
| – | – | 0.04% | 69 |
|
|
2018
Q1 | $99K | Hold |
1,000
| – | – | 0.05% | 65 |
|
|
2017
Q4 | $106K | Hold |
1,000
| – | – | 0.05% | 78 |
|
|
2017
Q3 | $111K | Hold |
1,000
| – | – | 0.05% | 77 |
|
|
2017
Q2 | $117K | Hold |
1,000
| – | – | 0.05% | 74 |
|
|
2017
Q1 | $113K | Hold |
1,000
| – | – | 0.05% | 76 |
|
|
2016
Q4 | $91K | Hold |
1,000
| – | – | 0.04% | 82 |
|
|
2016
Q3 | $97K | Hold |
1,000
| – | – | 0.04% | 74 |
|
|
2016
Q2 | $102K | Hold |
1,000
| – | – | 0.04% | 68 |
|
|
2016
Q1 | $98K | Hold |
1,000
| – | – | 0.05% | 61 |
|
|
2015
Q4 | $88K | Hold |
1,000
| – | – | 0.04% | 63 |
|
|
2015
Q3 | $79K | Sell |
1,000
-550
| -35% | -$43.5K | 0.04% | 64 |
|
|
2015
Q2 | $124K | Hold |
1,550
| – | – | 0.04% | 56 |
|
|
2015
Q1 | $117K | Buy |
+1,550
| New | +$117K | 0.04% | 60 |
|