Wealthfront’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.1M | Sell |
25,699
-3,187
| -11% | -$260K | 0.02% | 120 |
|
|
2018
Q2 | $2.33M | Sell |
28,886
-13,161
| -31% | -$1.06M | 0.02% | 107 |
|
|
2018
Q1 | $4.18M | Sell |
42,047
-7,720
| -16% | -$767K | 0.04% | 74 |
|
|
2017
Q4 | $5.26M | Sell |
49,767
-132
| -0.3% | -$13.9K | 0.06% | 57 |
|
|
2017
Q3 | $5.54M | Buy |
49,899
+1,416
| +3% | +$157K | 0.07% | 48 |
|
|
2017
Q2 | $5.69M | Buy |
48,483
+5,412
| +13% | +$636K | 0.09% | 45 |
|
|
2017
Q1 | $4.86M | Buy |
43,071
+7,882
| +22% | +$890K | 0.09% | 45 |
|
|
2016
Q4 | $3.22M | Sell |
35,189
-8,206
| -19% | -$751K | 0.07% | 48 |
|
|
2016
Q3 | $4.22M | Buy |
43,395
+3,158
| +8% | +$307K | 0.1% | 39 |
|
|
2016
Q2 | $4.09M | Buy |
40,237
+2,620
| +7% | +$267K | 0.11% | 37 |
|
|
2016
Q1 | $3.69M | Buy |
37,617
+18,524
| +97% | +$1.82M | 0.12% | 37 |
|
|
2015
Q4 | $1.68M | Buy |
19,093
+4,028
| +27% | +$354K | 0.06% | 58 |
|
|
2015
Q3 | $1.2M | Buy |
15,065
+7,940
| +111% | +$630K | 0.05% | 70 |
|
|
2015
Q2 | $571K | Buy |
7,125
+5,000
| +235% | +$401K | 0.02% | 93 |
|
|
2015
Q1 | $160K | Sell |
2,125
-6,597
| -76% | -$497K | 0.01% | 291 |
|
|
2014
Q4 | $710K | Buy |
8,722
+2,395
| +38% | +$195K | 0.04% | 53 |
|
|
2014
Q3 | $528K | Buy |
6,327
+1,341
| +27% | +$112K | 0.04% | 55 |
|
|
2014
Q2 | $427K | Buy |
4,986
+2,732
| +121% | +$234K | 0.04% | 47 |
|
|
2014
Q1 | $185K | Buy |
+2,254
| New | +$185K | 0.02% | 60 |
|