Wealthquest’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,350
| Closed | -$318K | – | 137 |
|
|
2022
Q1 | $318K | Hold |
3,350
| – | – | 0.05% | 104 |
|
|
2021
Q4 | $318K | Buy |
3,350
+117
| +4% | +$11.1K | 0.05% | 104 |
|
|
2021
Q3 | $306K | Buy |
3,233
+1,137
| +54% | +$108K | 0.05% | 103 |
|
|
2021
Q2 | $207K | Buy |
+2,096
| New | +$207K | 0.04% | 142 |
|
|
2019
Q3 | – | Sell |
-2,636
| Closed | -$207K | – | 137 |
|
|
2019
Q2 | $207K | Sell |
2,636
-93
| -3% | -$7.3K | 0.08% | 123 |
|
|
2019
Q1 | $241K | Buy |
+2,729
| New | +$241K | 0.09% | 114 |
|