Tempus Wealth Planning’s Philip Morris PM Stock Holding History

Tempus Wealth Planning’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$15.7K	0.29%	84
2022 Q4	$624K	Hold	6,170	–	–	0.38%	82
2022 Q3	$512K	Buy	6,170 +170	+3%	+$16.2K	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	+$495K	0.45%	34

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tempus Wealth Planning's PM Position: Q3 2023 in Review

Tempus Wealth Planning sold out of Philip Morris (PM) in Q3 2023, closing a stake of 6,012 shares — an estimated $587K sold.

Tempus Wealth Planning first reported a position in PM in Q4 2019 and held it in 15 quarters. The position peaked at $624K in Q4 2022. 2,028 funds tracked by Wall St. Rank hold PM as of Q3 2023.

Tempus Wealth Planning reported no remaining Philip Morris position as of Q3 2023 after selling out during the quarter.
Tempus Wealth Planning sold 6,012 Philip Morris shares in Q3 2023, an estimated $587K.
Tempus Wealth Planning first reported a position in Philip Morris in Q4 2019 and held it in 15 quarters.
Tempus Wealth Planning's Philip Morris position peaked at $624K in Q4 2022.
2,028 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on Tempus Wealth Planning's 13F filing for Q3 2023, filed 1 Nov 2023.