Underhill Investment Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,900
| Closed | -$412K | – | 26 |
|
|
2017
Q4 | $412K | Sell |
3,900
-400
| -9% | -$42.3K | 0.2% | 20 |
|
|
2017
Q3 | $477K | Hold |
4,300
| – | – | 0.26% | 20 |
|
|
2017
Q2 | $505K | Sell |
4,300
-2,500
| -37% | -$294K | 0.32% | 19 |
|
|
2017
Q1 | $768K | Sell |
6,800
-400
| -6% | -$45.2K | 0.49% | 17 |
|
|
2016
Q4 | $659K | Buy |
7,200
+4,300
| +148% | +$394K | 0.38% | 18 |
|
|
2016
Q3 | $282K | Sell |
2,900
-300
| -9% | -$29.2K | 0.16% | 20 |
|
|
2016
Q2 | $326K | Hold |
3,200
| – | – | 0.18% | 18 |
|
|
2016
Q1 | $314K | Buy |
+3,200
| New | +$314K | 0.16% | 18 |
|