WFG Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.5M | Buy |
12,753
+2,951
| +30% | +$347K | 0.34% | 80 |
|
|
2017
Q1 | $1.11M | Sell |
9,802
-7,162
| -42% | -$809K | 0.3% | 80 |
|
|
2016
Q4 | $1.55M | Sell |
16,964
-792
| -4% | -$72.5K | 0.38% | 65 |
|
|
2016
Q3 | $1.73M | Buy |
17,756
+1,844
| +12% | +$179K | 0.43% | 57 |
|
|
2016
Q2 | $1.62M | Buy |
15,912
+82
| +0.5% | +$8.34K | 0.43% | 53 |
|
|
2016
Q1 | $1.55M | Sell |
15,830
-972
| -6% | -$95.4K | 0.45% | 47 |
|
|
2015
Q4 | $1.48M | Buy |
16,802
+3,556
| +27% | +$313K | 0.44% | 48 |
|
|
2015
Q3 | $1.05M | Buy |
13,246
+2,009
| +18% | +$159K | 0.33% | 71 |
|
|
2015
Q2 | $901K | Sell |
11,237
-879
| -7% | -$70.5K | 0.25% | 90 |
|
|
2015
Q1 | $913K | Sell |
12,116
-13,434
| -53% | -$1.01M | 0.25% | 82 |
|
|
2014
Q4 | $2.08M | Sell |
25,550
-4,343
| -15% | -$354K | 0.42% | 41 |
|
|
2014
Q3 | $2.49M | Sell |
29,893
-79
| -0.3% | -$6.59K | 0.47% | 31 |
|
|
2014
Q2 | $2.53M | Buy |
29,972
+132
| +0.4% | +$11.1K | 0.47% | 35 |
|
|
2014
Q1 | $2.44M | Sell |
29,840
-4,675
| -14% | -$383K | 0.49% | 27 |
|
|
2013
Q4 | $3.01M | Buy |
34,515
+1,417
| +4% | +$123K | 0.43% | 43 |
|
|
2013
Q3 | $2.87M | Buy |
33,098
+3,970
| +14% | +$344K | 0.44% | 42 |
|
|
2013
Q2 | $2.52M | Buy |
+29,128
| New | +$2.52M | 0.42% | 49 |
|