Weatherstone Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $246K | Buy |
2,783
+287
| +11% | +$25.4K | 0.26% | 71 |
|
|
2018
Q4 | $204K | Sell |
2,496
-232
| -9% | -$19K | 0.05% | 155 |
|
|
2018
Q3 | $222K | Buy |
+2,728
| New | +$222K | 0.17% | 87 |
|
|
2018
Q2 | – | Sell |
-2,526
| Closed | -$251K | – | 93 |
|
|
2018
Q1 | $251K | Buy |
2,526
+334
| +15% | +$33.2K | 0.19% | 69 |
|
|
2017
Q4 | $232K | Buy |
2,192
+255
| +13% | +$27K | 0.15% | 88 |
|
|
2017
Q3 | $215K | Sell |
1,937
-229
| -11% | -$25.4K | 0.15% | 83 |
|
|
2017
Q2 | $254K | Buy |
2,166
+395
| +22% | +$46.3K | 0.17% | 71 |
|
|
2017
Q1 | $200K | Sell |
1,771
-2,122
| -55% | -$240K | 0.22% | 78 |
|
|
2016
Q4 | $356K | Buy |
3,893
+216
| +6% | +$19.8K | 0.23% | 44 |
|
|
2016
Q3 | $357K | Sell |
3,677
-46
| -1% | -$4.47K | 0.29% | 44 |
|
|
2016
Q2 | $379K | Buy |
3,723
+40
| +1% | +$4.07K | 0.32% | 41 |
|
|
2016
Q1 | $361K | Sell |
3,683
-91
| -2% | -$8.92K | 0.26% | 51 |
|
|
2015
Q4 | $332K | Buy |
3,774
+1,151
| +44% | +$101K | 0.38% | 49 |
|
|
2015
Q3 | $208K | Sell |
2,623
-347
| -12% | -$27.5K | 0.19% | 60 |
|
|
2015
Q2 | $238K | Buy |
2,970
+161
| +6% | +$12.9K | 0.21% | 64 |
|
|
2015
Q1 | $222K | Buy |
+2,809
| New | +$222K | 0.14% | 72 |
|