Wheatland Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,360
| Closed | -$433K | – | 98 |
|
|
2018
Q1 | $433K | Buy |
4,360
+3
| +0.1% | +$298 | 0.36% | 72 |
|
|
2017
Q4 | $460K | Buy |
4,357
+3
| +0.1% | +$317 | 0.37% | 74 |
|
|
2017
Q3 | $483K | Buy |
4,354
+3
| +0.1% | +$333 | 0.41% | 71 |
|
|
2017
Q2 | $511K | Buy |
4,351
+2
| +0% | +$235 | 0.46% | 67 |
|
|
2017
Q1 | $491K | Buy |
4,349
+1,804
| +71% | +$204K | 0.44% | 66 |
|
|
2016
Q4 | $233K | Buy |
2,545
+3
| +0.1% | +$275 | 0.21% | 86 |
|
|
2016
Q3 | $247K | Buy |
2,542
+2
| +0.1% | +$194 | 0.23% | 84 |
|
|
2016
Q2 | $258K | Sell |
2,540
-197
| -7% | -$20K | 0.25% | 78 |
|
|
2016
Q1 | $269K | Buy |
2,737
+3
| +0.1% | +$295 | 0.28% | 77 |
|
|
2015
Q4 | $240K | Buy |
2,734
+3
| +0.1% | +$263 | 0.25% | 78 |
|
|
2015
Q3 | $217K | Buy |
2,731
+4
| +0.1% | +$318 | 0.24% | 81 |
|
|
2015
Q2 | $219K | Buy |
2,727
+3
| +0.1% | +$241 | 0.21% | 84 |
|
|
2015
Q1 | $205K | Buy |
2,724
+3
| +0.1% | +$226 | 0.2% | 82 |
|
|
2014
Q4 | $222K | Buy |
2,721
+3
| +0.1% | +$245 | 0.22% | 82 |
|
|
2014
Q3 | $227K | Buy |
2,718
+3
| +0.1% | +$251 | 0.23% | 81 |
|
|
2014
Q2 | $835K | Buy |
2,715
+3
| +0.1% | +$923 | 0.76% | 50 |
|
|
2014
Q1 | $222K | Buy |
2,712
+1
| +0% | +$82 | 0.23% | 79 |
|
|
2013
Q4 | $236K | Buy |
+2,711
| New | +$236K | 0.25% | 77 |
|