TD Ameritrade Investment Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,038
| Closed | -$199K | – | 355 |
|
|
2023
Q2 | $199K | Sell |
2,038
-390
| -16% | -$38.1K | ﹤0.01% | 166 |
|
|
2023
Q1 | $236K | Sell |
2,428
-498
| -17% | -$48.4K | ﹤0.01% | 165 |
|
|
2022
Q4 | $296K | Sell |
2,926
-960
| -25% | -$97.1K | ﹤0.01% | 170 |
|
|
2022
Q3 | $323K | Sell |
3,886
-197
| -5% | -$16.4K | ﹤0.01% | 168 |
|
|
2022
Q2 | $403K | Sell |
4,083
-1,156
| -22% | -$114K | ﹤0.01% | 175 |
|
|
2022
Q1 | $492K | Buy |
5,239
+38
| +0.7% | +$3.57K | ﹤0.01% | 186 |
|
|
2021
Q4 | $494K | Buy |
5,201
+3,010
| +137% | +$286K | ﹤0.01% | 182 |
|
|
2021
Q3 | $164K | Sell |
2,191
-1,093
| -33% | -$81.8K | ﹤0.01% | 222 |
|
|
2021
Q2 | $325K | Buy |
3,284
+259
| +9% | +$25.6K | ﹤0.01% | 198 |
|
|
2021
Q1 | $250K | Hold |
3,025
| – | – | ﹤0.01% | 205 |
|
|
2020
Q4 | $250K | Buy |
3,025
+834
| +38% | +$68.9K | ﹤0.01% | 205 |
|
|
2020
Q3 | $164K | Sell |
2,191
-277
| -11% | -$20.7K | ﹤0.01% | 222 |
|
|
2020
Q2 | $173K | Buy |
2,468
+415
| +20% | +$29.1K | ﹤0.01% | 216 |
|
|
2020
Q1 | $150K | Sell |
2,053
-113
| -5% | -$8.26K | ﹤0.01% | 215 |
|
|
2019
Q4 | $184K | Buy |
2,166
+502
| +30% | +$42.6K | ﹤0.01% | 200 |
|
|
2019
Q3 | $126K | Buy |
1,664
+829
| +99% | +$62.8K | ﹤0.01% | 198 |
|
|
2019
Q2 | $66K | Buy |
835
+322
| +63% | +$25.5K | ﹤0.01% | 230 |
|
|
2019
Q1 | $45K | Sell |
513
-263
| -34% | -$23.1K | ﹤0.01% | 252 |
|
|
2018
Q4 | $52K | Buy |
776
+92
| +13% | +$6.17K | ﹤0.01% | 226 |
|
|
2018
Q3 | $56K | Buy |
684
+321
| +88% | +$26.3K | ﹤0.01% | 205 |
|
|
2018
Q2 | $29K | Buy |
+363
| New | +$29K | ﹤0.01% | 168 |
|