Berger Financial Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $796K | Sell |
|
|||||
|
2025
Q2 | $896K | Buy |
|
|||||
|
2025
Q1 | $780K | Sell |
|
|||||
|
2024
Q4 | $602K | Buy |
|
|||||
|
2024
Q3 | $395K | Buy |
|
|||||
|
2024
Q2 | $327K | Sell |
|
|||||
|
2024
Q1 | $298K | Sell |
|
|||||
|
2023
Q4 | $381K | Buy |
|
|||||
|
2023
Q3 | $358K | Sell |
|
|||||
|
2023
Q2 | $381K | Buy |
|
|||||
|
2023
Q1 | $369K | Sell |
|
|||||
|
2022
Q4 | $396K | Sell |
|
|||||
|
2022
Q3 | $327K | Buy |
|
|||||
|
2022
Q2 | $357K | Buy |
|
|||||
|
2022
Q1 | $330K | Buy |
|
|||||
|
2021
Q4 | $297K | Buy |
|
|||||
|
2021
Q3 | $220K | Hold |
|
|||||
|
2021
Q2 | $230K | Buy |
|
|||||
|
2021
Q1 | $206K | Buy |
|