GA
Goldstein Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
2,595
-37
| -1% | -$6.74K | 0.06% | 97 |
|
|
2025
Q1 | $418K | Buy |
2,632
+44
| +2% | +$6.98K | 0.06% | 105 |
|
|
2024
Q4 | $311K | Sell |
2,588
-29
| -1% | -$3.49K | 0.05% | 134 |
|
|
2024
Q3 | $318K | Hold |
2,617
| – | – | 0.05% | 120 |
|
|
2024
Q2 | $265K | Hold |
2,617
| – | – | 0.04% | 131 |
|
|
2024
Q1 | $240K | Hold |
2,617
| – | – | 0.04% | 140 |
|
|
2023
Q4 | $246K | Sell |
2,617
-200
| -7% | -$18.8K | 0.04% | 155 |
|
|
2023
Q3 | $261K | Buy |
2,817
+200
| +8% | +$18.5K | 0.05% | 113 |
|
|
2023
Q2 | $255K | Buy |
2,617
+16
| +0.6% | +$1.56K | 0.05% | 118 |
|
|
2023
Q1 | $253K | Hold |
2,601
| – | – | 0.06% | 114 |
|
|
2022
Q4 | $263K | Buy |
+2,601
| New | +$263K | 0.06% | 110 |
|