TWM
Torch Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $248K | Sell |
2,925
-500
| -15% | -$42.4K | 0.14% | 100 |
|
|
2019
Q3 | $260K | Sell |
3,425
-100
| -3% | -$7.59K | 0.15% | 92 |
|
|
2019
Q2 | $277K | Hold |
3,525
| – | – | 0.17% | 92 |
|
|
2019
Q1 | $312K | Buy |
3,525
+100
| +3% | +$8.85K | 0.19% | 87 |
|
|
2018
Q4 | $229K | Hold |
3,425
| – | – | 0.16% | 88 |
|
|
2018
Q3 | $279K | Buy |
3,425
+200
| +6% | +$16.3K | 0.17% | 92 |
|
|
2018
Q2 | $260K | Sell |
3,225
-1,500
| -32% | -$121K | 0.16% | 91 |
|
|
2018
Q1 | $470K | Hold |
4,725
| – | – | 0.3% | 72 |
|
|
2017
Q4 | $499K | Buy |
4,725
+350
| +8% | +$37K | 0.3% | 74 |
|
|
2017
Q3 | $486K | Sell |
4,375
-500
| -10% | -$55.5K | 0.32% | 70 |
|
|
2017
Q2 | $573K | Hold |
4,875
| – | – | 0.4% | 61 |
|
|
2017
Q1 | $550K | Hold |
4,875
| – | – | 0.37% | 65 |
|
|
2016
Q4 | $446K | Sell |
4,875
-50
| -1% | -$4.57K | 0.31% | 71 |
|
|
2016
Q3 | $479K | Hold |
4,925
| – | – | 0.35% | 66 |
|
|
2016
Q2 | $501K | Hold |
4,925
| – | – | 0.37% | 66 |
|
|
2016
Q1 | $483K | Hold |
4,925
| – | – | 0.36% | 62 |
|
|
2015
Q4 | $433K | Hold |
4,925
| – | – | 0.32% | 70 |
|
|
2015
Q3 | $391K | Hold |
4,925
| – | – | 0.3% | 71 |
|
|
2015
Q2 | $395K | Sell |
4,925
-100
| -2% | -$8.02K | 0.27% | 76 |
|
|
2015
Q1 | $379K | Sell |
5,025
-125
| -2% | -$9.43K | 0.29% | 68 |
|
|
2014
Q4 | $419K | Buy |
5,150
+300
| +6% | +$24.4K | 0.32% | 66 |
|
|
2014
Q3 | $404K | Hold |
4,850
| – | – | 0.3% | 71 |
|
|
2014
Q2 | $409K | Hold |
4,850
| – | – | 0.28% | 72 |
|
|
2014
Q1 | $397K | Buy |
4,850
+75
| +2% | +$6.14K | 0.29% | 71 |
|
|
2013
Q4 | $416K | Buy |
+4,775
| New | +$416K | 0.32% | 70 |
|