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Freedman Financial Associates’s Philip Morris PM Stock Holding History

Freedman Financial Associates’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-455
Closed -$44K – 308
2022
Q1 		$44K Hold
455
– – 0.03% 215
2021
Q4 		$43K Hold
455
– – 0.03% 225
2021
Q3 		$43K Hold
455
– – 0.03% 215
2021
Q2 		$45K Hold
455
– – 0.03% 204
2021
Q1 		$40K Hold
455
– – 0.03% 224
2020
Q4 		$38K Buy
+455
New +$35.4K 0.03% 216

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Freedman Financial Associates's PM Position: Q2 2022 in Review

Freedman Financial Associates sold out of Philip Morris (PM) in Q2 2022, closing a stake of 455 shares — an estimated $44K sold.

Freedman Financial Associates first reported a position in PM in Q4 2020 and held it in 6 quarters. The position peaked at $45K in Q2 2021. 1,980 funds tracked by Wall St. Rank hold PM as of Q2 2022.

  • Freedman Financial Associates reported no remaining Philip Morris position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 455 Philip Morris shares in Q2 2022, an estimated $44K.
  • Freedman Financial Associates first reported a position in Philip Morris in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Philip Morris position peaked at $45K in Q2 2021.
  • 1,980 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.