Towerpoint Wealth’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,150
| Closed | -$319K | – | 85 |
|
|
2022
Q4 | $319K | Hold |
3,150
| – | – | 0.18% | 64 |
|
|
2022
Q3 | $261K | Hold |
3,150
| – | – | 0.16% | 72 |
|
|
2022
Q2 | $311K | Hold |
3,150
| – | – | 0.19% | 70 |
|
|
2022
Q1 | $296K | Hold |
3,150
| – | – | 0.15% | 71 |
|
|
2021
Q4 | $299K | Hold |
3,150
| – | – | 0.14% | 67 |
|
|
2021
Q3 | $299K | Hold |
3,150
| – | – | 0.15% | 63 |
|
|
2021
Q2 | $312K | Hold |
3,150
| – | – | 0.16% | 61 |
|
|
2021
Q1 | $280K | Hold |
3,150
| – | – | 0.13% | 63 |
|
|
2020
Q4 | $261K | Hold |
3,150
| – | – | 0.13% | 61 |
|
|
2020
Q3 | $236K | Sell |
3,150
-40
| -1% | -$3K | 0.13% | 55 |
|
|
2020
Q2 | $223K | Sell |
3,190
-528
| -14% | -$36.9K | 0.14% | 56 |
|
|
2020
Q1 | $271K | Sell |
3,718
-178
| -5% | -$13K | 0.21% | 45 |
|
|
2019
Q4 | $332K | Sell |
3,896
-88
| -2% | -$7.5K | 0.22% | 42 |
|
|
2019
Q3 | $303K | Hold |
3,984
| – | – | 0.21% | 41 |
|
|
2019
Q2 | $333K | Hold |
3,984
| – | – | 0.23% | 39 |
|
|
2019
Q1 | $352K | Buy |
+3,984
| New | +$352K | 0.25% | 39 |
|