Weld 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,402
| Closed | -$635K | – | 143 |
|
|
2021
Q2 | $635K | Buy |
+6,402
| New | +$635K | 0.64% | 41 |
|
|
2020
Q1 | – | Sell |
-4,612
| Closed | -$392K | – | 646 |
|
|
2019
Q4 | $392K | Sell |
4,612
-4,539
| -50% | -$386K | 0.08% | 407 |
|
|
2019
Q3 | $695K | Buy |
+9,151
| New | +$695K | 0.13% | 268 |
|
|
2019
Q2 | – | Sell |
-11,742
| Closed | -$1.04M | – | 895 |
|
|
2019
Q1 | $1.04M | Sell |
11,742
-18,147
| -61% | -$1.6M | 0.19% | 203 |
|
|
2018
Q4 | $2M | Buy |
+29,889
| New | +$2M | 0.45% | 23 |
|