Triumph Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,049
| Closed | -$621K | – | 297 |
|
2024
Q2 | $621K | Buy |
6,049
+123
| +2% | +$12.6K | 0.24% | 98 |
|
2024
Q1 | $542K | Buy |
+5,926
| New | +$542K | 0.22% | 109 |
|
2022
Q3 | – | Sell |
-2,257
| Closed | -$223K | – | 224 |
|
2022
Q2 | $223K | Sell |
2,257
-203
| -8% | -$20.1K | 0.12% | 173 |
|
2022
Q1 | $231K | Buy |
+2,460
| New | +$231K | 0.1% | 190 |
|