Frisch 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 | $605K | Hold |
3,299
| – | – | 0.15% | 76 |
|
|
2025
Q1 | $528K | Sell |
3,299
-766
| -19% | -$123K | 0.15% | 73 |
|
|
2024
Q4 | $489K | Buy |
4,065
+847
| +26% | +$102K | 0.15% | 73 |
|
|
2024
Q3 | $395K | Sell |
3,218
-70
| -2% | -$8.59K | 0.12% | 80 |
|
|
2024
Q2 | $333K | Sell |
3,288
-203
| -6% | -$20.6K | 0.1% | 94 |
|
|
2024
Q1 | $320K | Sell |
3,491
-1,484
| -30% | -$136K | 0.11% | 90 |
|
|
2023
Q4 | $468K | Sell |
4,975
-1,207
| -20% | -$114K | 0.18% | 63 |
|
|
2023
Q3 | $572K | Sell |
6,182
-501
| -7% | -$46.4K | 0.23% | 55 |
|
|
2023
Q2 | $652K | Buy |
6,683
+230
| +4% | +$22.4K | 0.31% | 50 |
|
|
2023
Q1 | $628K | Buy |
6,453
+282
| +5% | +$27.4K | 0.24% | 57 |
|
|
2022
Q4 | $625K | Buy |
6,171
+187
| +3% | +$18.9K | 0.23% | 62 |
|
|
2022
Q3 | $497K | Buy |
5,984
+60
| +1% | +$4.98K | 0.21% | 63 |
|
|
2022
Q2 | $585K | Sell |
5,924
-4
| -0.1% | -$395 | 0.23% | 61 |
|
|
2022
Q1 | $557K | Sell |
5,928
-115
| -2% | -$10.8K | 0.18% | 70 |
|
|
2021
Q4 | $525K | Buy |
6,043
+53
| +0.9% | +$4.61K | 0.16% | 79 |
|
|
2021
Q3 | $569K | Sell |
5,990
-14
| -0.2% | -$1.33K | 0.19% | 68 |
|
|
2021
Q2 | $595K | Sell |
6,004
-254
| -4% | -$25.2K | 0.19% | 69 |
|
|
2021
Q1 | $555K | Buy |
6,258
+558
| +10% | +$49.5K | 0.19% | 69 |
|
|
2020
Q4 | $472K | Sell |
5,700
-1,121
| -16% | -$92.8K | 0.17% | 64 |
|
|
2020
Q3 | $512K | Sell |
6,821
-66
| -1% | -$4.95K | 0.22% | 54 |
|
|
2020
Q2 | $482K | Buy |
6,887
+22
| +0.3% | +$1.54K | 0.23% | 51 |
|
|
2020
Q1 | $500K | Sell |
6,865
-716
| -9% | -$52.1K | 0.29% | 49 |
|
|
2019
Q4 | $645K | Buy |
7,581
+1,752
| +30% | +$149K | 0.31% | 48 |
|
|
2019
Q3 | $443K | Buy |
5,829
+574
| +11% | +$43.6K | 0.27% | 58 |
|
|
2019
Q2 | $413K | Sell |
5,255
-19
| -0.4% | -$1.49K | 0.28% | 54 |
|
|
2019
Q1 | $466K | Buy |
5,274
+1,142
| +28% | +$101K | 0.29% | 60 |
|
|
2018
Q4 | $276K | Buy |
+4,132
| New | +$276K | 0.19% | 72 |
|