Berger Financial Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Buy |
4,919
+6
| +0.1% | +$1.09K | 0.06% | 204 |
|
|
2025
Q1 | $780K | Sell |
4,913
-87
| -2% | -$13.8K | 0.05% | 208 |
|
|
2024
Q4 | $602K | Buy |
5,000
+1,746
| +54% | +$210K | 0.04% | 230 |
|
|
2024
Q3 | $395K | Buy |
3,254
+24
| +0.7% | +$2.91K | 0.03% | 267 |
|
|
2024
Q2 | $327K | Sell |
3,230
-22
| -0.7% | -$2.23K | 0.03% | 267 |
|
|
2024
Q1 | $298K | Sell |
3,252
-803
| -20% | -$73.6K | 0.02% | 280 |
|
|
2023
Q4 | $381K | Buy |
4,055
+190
| +5% | +$17.9K | 0.04% | 191 |
|
|
2023
Q3 | $358K | Sell |
3,865
-37
| -0.9% | -$3.43K | 0.04% | 184 |
|
|
2023
Q2 | $381K | Buy |
3,902
+113
| +3% | +$11K | 0.04% | 190 |
|
|
2023
Q1 | $369K | Sell |
3,789
-120
| -3% | -$11.7K | 0.04% | 189 |
|
|
2022
Q4 | $396K | Sell |
3,909
-27
| -0.7% | -$2.73K | 0.05% | 176 |
|
|
2022
Q3 | $327K | Buy |
3,936
+318
| +9% | +$26.4K | 0.05% | 175 |
|
|
2022
Q2 | $357K | Buy |
3,618
+110
| +3% | +$10.9K | 0.05% | 163 |
|
|
2022
Q1 | $330K | Buy |
3,508
+378
| +12% | +$35.6K | 0.04% | 192 |
|
|
2021
Q4 | $297K | Buy |
3,130
+809
| +35% | +$76.8K | 0.04% | 210 |
|
|
2021
Q3 | $220K | Hold |
2,321
| – | – | 0.04% | 195 |
|
|
2021
Q2 | $230K | Buy |
2,321
+1
| +0% | +$99 | 0.04% | 189 |
|
|
2021
Q1 | $206K | Buy |
+2,320
| New | +$206K | 0.04% | 188 |
|