Wealthspire Advisors (Maryland)’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.44M | Buy |
32,499
+18,989
| +141% | +$1.42M | 0.09% | 108 |
|
|
2020
Q2 | $946K | Buy |
13,510
+1,928
| +17% | +$135K | 0.07% | 167 |
|
|
2020
Q1 | $845K | Sell |
11,582
-2,943
| -20% | -$215K | 0.07% | 158 |
|
|
2019
Q4 | $1.24M | Buy |
14,525
+1,970
| +16% | +$168K | 0.08% | 141 |
|
|
2019
Q3 | $953K | Sell |
12,555
-2,621
| -17% | -$199K | 0.07% | 155 |
|
|
2019
Q2 | $1.19M | Sell |
15,176
-877
| -5% | -$68.9K | 0.09% | 121 |
|
|
2019
Q1 | $1.42M | Buy |
16,053
+807
| +5% | +$71.3K | 0.11% | 111 |
|
|
2018
Q4 | $1.02M | Sell |
15,246
-1,602
| -10% | -$107K | 0.09% | 120 |
|
|
2018
Q3 | $1.37M | Sell |
16,848
-680
| -4% | -$55.5K | 0.11% | 106 |
|
|
2018
Q2 | $1.42M | Sell |
17,528
-1,053
| -6% | -$85K | 0.13% | 100 |
|
|
2018
Q1 | $1.85M | Sell |
18,581
-402
| -2% | -$40K | 0.17% | 85 |
|
|
2017
Q4 | $2.01M | Buy |
18,983
+395
| +2% | +$41.7K | 0.2% | 83 |
|
|
2017
Q3 | $2.06M | Buy |
18,588
+676
| +4% | +$75.1K | 0.22% | 71 |
|
|
2017
Q2 | $2.1M | Buy |
17,912
+5,877
| +49% | +$690K | 0.25% | 68 |
|
|
2017
Q1 | $1.36M | Buy |
12,035
+1,704
| +16% | +$192K | 0.19% | 80 |
|
|
2016
Q4 | $945K | Buy |
10,331
+909
| +10% | +$83.1K | 0.14% | 104 |
|
|
2016
Q3 | $916K | Sell |
9,422
-637
| -6% | -$61.9K | 0.14% | 105 |
|
|
2016
Q2 | $1.02M | Buy |
10,059
+369
| +4% | +$37.5K | 0.17% | 92 |
|
|
2016
Q1 | $951K | Buy |
9,690
+1,350
| +16% | +$132K | 0.17% | 91 |
|
|
2015
Q4 | $733K | Buy |
+8,340
| New | +$733K | 0.14% | 114 |
|