HHGA
Halbert Hargrove Global Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-56
| Closed | -$8.89K | – | 563 |
|
|
2025
Q1 | $8.89K | Buy |
+56
| New | +$8.89K | ﹤0.01% | 249 |
|
|
2023
Q2 | – | Sell |
-2,094
| Closed | -$204K | – | 148 |
|
|
2023
Q1 | $204K | Sell |
2,094
-10
| -0.5% | -$973 | 0.01% | 153 |
|
|
2022
Q4 | $213K | Buy |
+2,104
| New | +$213K | 0.02% | 144 |
|
|
2018
Q2 | – | Sell |
-2,056
| Closed | -$204K | – | 76 |
|
|
2018
Q1 | $204K | Buy |
2,056
+35
| +2% | +$3.47K | 0.05% | 68 |
|
|
2017
Q4 | $214K | Sell |
2,021
-125
| -6% | -$13.2K | 0.06% | 67 |
|
|
2017
Q3 | $238K | Sell |
2,146
-487
| -18% | -$54K | 0.07% | 56 |
|
|
2017
Q2 | $309K | Buy |
2,633
+41
| +2% | +$4.81K | 0.08% | 51 |
|
|
2017
Q1 | $293K | Sell |
2,592
-416
| -14% | -$47K | 0.07% | 58 |
|
|
2016
Q4 | $275K | Buy |
3,008
+224
| +8% | +$20.5K | 0.08% | 59 |
|
|
2016
Q3 | $271K | Sell |
2,784
-183
| -6% | -$17.8K | 0.08% | 54 |
|
|
2016
Q2 | $302K | Sell |
2,967
-84
| -3% | -$8.55K | 0.09% | 51 |
|
|
2016
Q1 | $299K | Sell |
3,051
-554
| -15% | -$54.3K | 0.11% | 47 |
|
|
2015
Q4 | $317K | Buy |
3,605
+7
| +0.2% | +$616 | 0.14% | 59 |
|
|
2015
Q3 | $285K | Sell |
3,598
-3,286
| -48% | -$260K | 0.14% | 62 |
|
|
2015
Q2 | $552K | Buy |
6,884
+154
| +2% | +$12.3K | 0.13% | 69 |
|
|
2015
Q1 | $507K | Buy |
6,730
+2,899
| +76% | +$218K | 0.16% | 88 |
|
|
2014
Q4 | $312K | Buy |
3,831
+78
| +2% | +$6.35K | 0.16% | 81 |
|
|
2014
Q3 | $313K | Sell |
3,753
-141
| -4% | -$11.8K | 0.09% | 92 |
|
|
2014
Q2 | $328K | Buy |
3,894
+6
| +0.2% | +$505 | 0.1% | 77 |
|
|
2014
Q1 | $318K | Buy |
3,888
+378
| +11% | +$30.9K | 0.1% | 78 |
|
|
2013
Q4 | $306K | Buy |
+3,510
| New | +$306K | 0.09% | 89 |
|