YorkBridge Wealth Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.16M | Sell |
31,200
-343
| -1% | -$34.7K | 0.8% | 32 |
|
|
2022
Q3 | $2.62M | Buy |
31,543
+143
| +0.5% | +$11.9K | 0.68% | 38 |
|
|
2022
Q2 | $3.1M | Hold |
31,400
| – | – | 0.81% | 28 |
|
|
2022
Q1 | $2.95M | Hold |
31,400
| – | – | 0.65% | 38 |
|
|
2021
Q4 | $2.98M | Hold |
31,400
| – | – | 0.67% | 41 |
|
|
2021
Q3 | $2.98M | Hold |
31,400
| – | – | 0.75% | 36 |
|
|
2021
Q2 | $3.11M | Hold |
31,400
| – | – | 0.81% | 33 |
|
|
2021
Q1 | $2.79M | Buy |
31,400
+28,500
| +983% | +$2.53M | 0.82% | 32 |
|
|
2020
Q4 | $240K | Buy |
+2,900
| New | +$240K | 0.08% | 174 |
|
|
2019
Q3 | – | Sell |
-2,130
| Closed | -$167K | – | 521 |
|
|
2019
Q2 | $167K | Sell |
2,130
-1
| -0% | -$78 | 0.07% | 202 |
|
|
2019
Q1 | $188K | Sell |
2,131
-350
| -14% | -$30.9K | 0.09% | 168 |
|
|
2018
Q4 | $166K | Hold |
2,481
| – | – | 0.09% | 166 |
|
|
2018
Q3 | $203K | Sell |
2,481
-605
| -20% | -$49.5K | 0.09% | 164 |
|
|
2018
Q2 | $249K | Sell |
3,086
-191
| -6% | -$15.4K | 0.11% | 155 |
|
|
2018
Q1 | $329K | Sell |
3,277
-54
| -2% | -$5.42K | 0.15% | 132 |
|
|
2017
Q4 | $329K | Buy |
3,331
+225
| +7% | +$22.2K | 0.16% | 131 |
|
|
2017
Q3 | $345K | Buy |
3,106
+105
| +3% | +$11.7K | 0.18% | 117 |
|
|
2017
Q2 | $351K | Hold |
3,001
| – | – | 0.19% | 115 |
|
|
2017
Q1 | $331K | Sell |
3,001
-480
| -14% | -$52.9K | 0.17% | 120 |
|
|
2016
Q4 | $311K | Buy |
+3,481
| New | +$311K | 0.18% | 115 |
|