Glass Jacobson Investment Advisors’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 | $40.4K | Sell |
222
-3,327
| -94% | -$605K | 0.02% | 309 |
|
|
2025
Q1 | $427K | Hold |
3,549
| – | – | 0.14% | 163 |
|
|
2024
Q4 | $427K | Buy |
3,549
+1
| +0% | +$120 | 0.14% | 163 |
|
|
2024
Q3 | $431K | Sell |
3,548
-54
| -1% | -$6.56K | 0.14% | 153 |
|
|
2024
Q2 | $365K | Buy |
3,602
+2
| +0.1% | +$203 | 0.13% | 166 |
|
|
2024
Q1 | $330K | Sell |
3,600
-448
| -11% | -$41.1K | 0.12% | 171 |
|
|
2023
Q4 | $381K | Sell |
4,048
-198
| -5% | -$18.6K | 0.16% | 151 |
|
|
2023
Q3 | $393K | Buy |
4,246
+100
| +2% | +$9.26K | 0.18% | 135 |
|
|
2023
Q2 | $405K | Buy |
+4,146
| New | +$405K | 0.19% | 138 |
|
|
2022
Q4 | $443K | Buy |
+4,378
| New | +$443K | 0.22% | 127 |
|