Zuckerman Investment Group’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 | – | Sell |
-3,020
| Closed | -$251K | – | 137 |
|
|
2022
Q3 | $251K | Buy |
+3,020
| New | +$251K | 0.05% | 102 |
|
|
2015
Q1 | – | Sell |
-2,500
| Closed | -$204K | – | 61 |
|
|
2014
Q4 | $204K | Hold |
2,500
| – | – | 0.04% | 58 |
|
|
2014
Q3 | $208K | Hold |
2,500
| – | – | 0.04% | 58 |
|
|
2014
Q2 | $211K | Hold |
2,500
| – | – | 0.05% | 44 |
|
|
2014
Q1 | $205K | Sell |
2,500
-667
| -21% | -$54.7K | 0.05% | 42 |
|
|
2013
Q4 | $276K | Hold |
3,167
| – | – | 0.06% | 46 |
|
|
2013
Q3 | $274K | Hold |
3,167
| – | – | 0.07% | 45 |
|
|
2013
Q2 | $274K | Buy |
+3,167
| New | +$274K | 0.07% | 44 |
|