Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $322K | Hold |
3,482
| – | – | 0.14% | 46 |
|
|
2023
Q2 | $345K | Hold |
3,482
| – | – | 0.15% | 45 |
|
|
2023
Q1 | $343K | Buy |
3,482
+1,000
| +40% | +$98.6K | 0.16% | 43 |
|
|
2022
Q4 | $251K | Hold |
2,482
| – | – | 0.13% | 54 |
|
|
2022
Q3 | $206K | Hold |
2,482
| – | – | 0.1% | 54 |
|
|
2022
Q2 | $245K | Hold |
2,482
| – | – | 0.12% | 51 |
|
|
2022
Q1 | $233K | Hold |
2,482
| – | – | 0.08% | 61 |
|
|
2021
Q4 | $236K | Hold |
2,482
| – | – | 0.08% | 60 |
|
|
2021
Q3 | $239K | Hold |
2,482
| – | – | 0.09% | 57 |
|
|
2021
Q2 | $246K | Hold |
2,482
| – | – | 0.09% | 57 |
|
|
2021
Q1 | $233K | Hold |
2,482
| – | – | 0.09% | 60 |
|
|
2020
Q4 | $205K | Sell |
2,482
-782
| -24% | -$64.6K | 0.09% | 54 |
|
|
2020
Q3 | $256K | Buy |
+3,264
| New | +$256K | 0.12% | 51 |
|