GFPC
Global Financial Private Client’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
3,952
+2,682
| +211% | +$488K | 0.27% | 105 |
|
|
2025
Q1 | $202K | Buy |
1,270
+23
| +2% | +$3.65K | 0.08% | 197 |
|
|
2024
Q4 | $150K | Buy |
1,247
+8
| +0.6% | +$963 | 0.06% | 224 |
|
|
2024
Q3 | $150K | Buy |
1,239
+380
| +44% | +$46.1K | 0.06% | 217 |
|
|
2024
Q2 | $87K | Sell |
859
-70
| -8% | -$7.09K | 0.04% | 253 |
|
|
2024
Q1 | $84.9K | Hold |
929
| – | – | 0.04% | 260 |
|
|
2023
Q4 | $87.4K | Hold |
929
| – | – | 0.04% | 244 |
|
|
2023
Q3 | $84.9K | Hold |
929
| – | – | 0.04% | 229 |
|
|
2023
Q2 | $91.5K | Sell |
929
-269
| -22% | -$26.5K | 0.05% | 228 |
|
|
2023
Q1 | $117K | Buy |
1,198
+269
| +29% | +$26.3K | 0.06% | 191 |
|
|
2022
Q4 | $94K | Hold |
929
| – | – | 0.05% | 202 |
|
|
2022
Q3 | $79K | Hold |
929
| – | – | 0.05% | 216 |
|
|
2022
Q2 | $92.6K | Buy |
+929
| New | +$92.6K | 0.05% | 193 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 609 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$1.08K | – | 589 |
|
|
2020
Q4 | $1.08K | Hold |
13
| – | – | ﹤0.01% | 473 |
|
|
2020
Q3 | $964 | Sell |
13
-622
| -98% | -$46.1K | ﹤0.01% | 442 |
|
|
2020
Q2 | $44.4K | Sell |
635
-132
| -17% | -$9.24K | 0.04% | 225 |
|
|
2020
Q1 | $54.5K | Buy |
767
+59
| +8% | +$4.2K | 0.06% | 200 |
|
|
2019
Q4 | $60.2K | Buy |
+708
| New | +$60.2K | 0.05% | 214 |
|