Tempus Wealth Planning’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 |
-6,012
| Closed | -$587K | – | 185 |
|
|
2023
Q2 | $587K | Hold |
6,012
| – | – | 0.26% | 97 |
|
|
2023
Q1 | $585K | Sell |
6,012
-158
| -3% | -$15.4K | 0.29% | 84 |
|
|
2022
Q4 | $624K | Hold |
6,170
| – | – | 0.38% | 82 |
|
|
2022
Q3 | $512K | Buy |
6,170
+170
| +3% | +$14.1K | 0.34% | 81 |
|
|
2022
Q2 | $592K | Hold |
6,000
| – | – | 0.49% | 60 |
|
|
2022
Q1 | $564K | Hold |
6,000
| – | – | 0.4% | 72 |
|
|
2021
Q4 | $570K | Hold |
6,000
| – | – | 0.31% | 88 |
|
|
2021
Q3 | $569K | Hold |
6,000
| – | – | 0.32% | 82 |
|
|
2021
Q2 | $595K | Hold |
6,000
| – | – | 0.39% | 73 |
|
|
2021
Q1 | $532K | Hold |
6,000
| – | – | 0.56% | 42 |
|
|
2020
Q4 | $497K | Hold |
6,000
| – | – | 0.64% | 30 |
|
|
2020
Q3 | $450K | Hold |
6,000
| – | – | 0.65% | 28 |
|
|
2020
Q2 | $420K | Hold |
6,000
| – | – | 0.63% | 29 |
|
|
2020
Q1 | $438K | Hold |
6,000
| – | – | 0.72% | 28 |
|
|
2019
Q4 | $511K | Buy |
+6,000
| New | +$511K | 0.45% | 34 |
|