Goldstein Advisors’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
2025
Q1
$418K Buy
2024
Q4
$311K Sell
2024
Q3
$318K Hold
2024
Q2
$265K Hold
2024
Q1
$240K Hold
2023
Q4
$246K Sell
2023
Q3
$261K Buy
2023
Q2
$255K Buy
2023
Q1
$253K Hold
2022
Q4
$263K Buy