Halpern Financial’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $26.2K | Sell |
219
-131
| -37% | -$15.7K | 0.01% | 111 |
|
|
2024
Q2 | $35.5K | Hold |
350
| – | – | 0.01% | 103 |
|
|
2024
Q1 | $31.9K | Hold |
350
| – | – | 0.01% | 113 |
|
|
2023
Q4 | $33.4K | Sell |
350
-34
| -9% | -$3.24K | 0.01% | 113 |
|
|
2023
Q3 | $35.6K | Buy |
384
+34
| +10% | +$3.15K | 0.01% | 98 |
|
|
2023
Q2 | $34.2K | Hold |
350
| – | – | 0.01% | 94 |
|
|
2023
Q1 | $34K | Sell |
350
-380
| -52% | -$37K | 0.01% | 94 |
|
|
2022
Q4 | $73.9K | Hold |
730
| – | – | 0.03% | 69 |
|
|
2022
Q3 | $60.6K | Sell |
730
-113
| -13% | -$9.38K | 0.02% | 71 |
|
|
2022
Q2 | $83.2K | Buy |
+843
| New | +$83.2K | 0.03% | 67 |
|