Halpern Financial’s Philip Morris PM Stock Holding History

Halpern Financial’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$26.2K	Sell	219 -131	-37%	-$15.2K	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%	-$3.13K	0.01%	113
2023 Q3	$35.6K	Buy	384 +34	+10%	+$3.27K	0.01%	98
2023 Q2	$34.2K	Hold	350	–	–	0.01%	94
2023 Q1	$34K	Sell	350 -380	-52%	-$37.9K	0.01%	94
2022 Q4	$73.9K	Hold	730	–	–	0.03%	69
2022 Q3	$60.6K	Sell	730 -113	-13%	-$10.8K	0.02%	71
2022 Q2	$83.2K	Buy	+843	New	+$85.9K	0.03%	67

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Halpern Financial's PM Position: Q3 2024 in Review

Halpern Financial reduced its Philip Morris (PM) stake by 37% in Q3 2024, selling an estimated $15.2K and leaving 219 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #111.

Halpern Financial first reported a position in PM in Q2 2022 and has held it in 10 quarters since. The position peaked at $83.2K in Q2 2022. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

Halpern Financial held 219 shares of Philip Morris worth $26.2K as of Q3 2024.
Halpern Financial sold 131 Philip Morris shares in Q3 2024, an estimated $15.2K.
Philip Morris made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #111 holding.
Halpern Financial first reported a position in Philip Morris in Q2 2022 and has held it in 10 quarters since.
Halpern Financial's Philip Morris position peaked at $83.2K in Q2 2022.
2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.