GA
Geller Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $353K | Buy |
2,899
+13
| +0.5% | +$1.58K | 0.02% | 180 |
|
|
2024
Q3 | $354K | Buy |
2,886
+276
| +11% | +$33.9K | 0.02% | 179 |
|
|
2024
Q2 | $268K | Buy |
2,610
+52
| +2% | +$5.34K | 0.02% | 223 |
|
|
2024
Q1 | $238K | Buy |
2,558
+94
| +4% | +$8.74K | 0.02% | 244 |
|
|
2023
Q4 | $235K | Sell |
2,464
-1
| -0% | -$95 | 0.02% | 239 |
|
|
2023
Q3 | $231K | Sell |
2,465
-241
| -9% | -$22.6K | 0.03% | 222 |
|
|
2023
Q2 | $268K | Buy |
2,706
+169
| +7% | +$16.7K | 0.03% | 204 |
|
|
2023
Q1 | $250K | Buy |
+2,537
| New | +$250K | 0.04% | 142 |
|