WESPAC Advisors SoCal’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $7.86M | Sell |
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|
2021
Q3 | $7.56M | Sell |
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|
2021
Q2 | $7.82M | Buy |
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|
2021
Q1 | $6.95M | Buy |
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|
2020
Q4 | $3.5M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $88K | Hold |
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|
2018
Q4 | $66K | Hold |
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|
2018
Q3 | $81K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $99K | Hold |
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|
2017
Q4 | $105K | Hold |
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|
2017
Q3 | $111K | Hold |
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|
2017
Q2 | $117K | Hold |
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|
2017
Q1 | $113K | Hold |
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|
2016
Q4 | $91.5K | Hold |
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|
2016
Q3 | $97.2K | Hold |
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|
2016
Q2 | $102K | Hold |
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|
2016
Q1 | $98.1K | Hold |
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|
2015
Q4 | $87K | Buy |
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