Willingdon Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $338K | Sell |
4,637
-9,206
| -67% | -$671K | 0.09% | 93 |
|
|
2019
Q4 | $1.18M | Buy |
13,843
+15
| +0.1% | +$1.28K | 0.24% | 88 |
|
|
2019
Q3 | $1.05M | Buy |
13,828
+172
| +1% | +$13.1K | 0.23% | 91 |
|
|
2019
Q2 | $1.07M | Buy |
13,656
+119
| +0.9% | +$9.34K | 0.25% | 92 |
|
|
2019
Q1 | $1.2M | Buy |
13,537
+8,600
| +174% | +$760K | 0.29% | 91 |
|
|
2018
Q4 | $330K | Hold |
4,937
| – | – | 0.1% | 125 |
|
|
2018
Q3 | $403K | Sell |
4,937
-50
| -1% | -$4.08K | 0.11% | 111 |
|
|
2018
Q2 | $403K | Sell |
4,987
-49
| -1% | -$3.96K | 0.12% | 109 |
|
|
2018
Q1 | $501K | Sell |
5,036
-75
| -1% | -$7.46K | 0.16% | 106 |
|
|
2017
Q4 | $540K | Buy |
5,111
+125
| +3% | +$13.2K | 0.18% | 100 |
|
|
2017
Q3 | $553K | Buy |
4,986
+349
| +8% | +$38.7K | 0.2% | 93 |
|
|
2017
Q2 | $545K | Buy |
4,637
+335
| +8% | +$39.4K | 0.22% | 107 |
|
|
2017
Q1 | $486K | Buy |
+4,302
| New | +$486K | 0.2% | 102 |
|