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Gary Goldberg Planning Services’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$5.75M Buy
70,598
+36,127
+105% +$2.94M 2.42% 13
2014
Q3
$2.88M Buy
34,471
+144
+0.4% +$12K 1.2% 24
2014
Q2
$2.89M Sell
34,327
-65
-0.2% -$5.48K 1.27% 23
2014
Q1
$2.82M Buy
34,392
+21,397
+165% +$1.75M 1.37% 20
2013
Q4
$1.13M Buy
12,995
+10,652
+455% +$928K 0.66% 39
2013
Q3
$203K Buy
2,343
+10
+0.4% +$866 0.12% 93
2013
Q2
$202K Buy
+2,333
New +$202K 0.13% 79