HFS
Howard Financial Services’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Buy |
4,691
+125
| +3% | +$22.8K | 0.11% | 68 |
|
|
2025
Q1 | $725K | Buy |
4,566
+753
| +20% | +$120K | 0.1% | 82 |
|
|
2024
Q4 | $459K | Sell |
3,813
-181
| -5% | -$21.8K | 0.06% | 108 |
|
|
2024
Q3 | $485K | Hold |
3,994
| – | – | 0.07% | 94 |
|
|
2024
Q2 | $405K | Buy |
3,994
+83
| +2% | +$8.41K | 0.07% | 97 |
|
|
2024
Q1 | $358K | Sell |
3,911
-455
| -10% | -$41.7K | 0.06% | 109 |
|
|
2023
Q4 | $411K | Buy |
4,366
+90
| +2% | +$8.47K | 0.08% | 97 |
|
|
2023
Q3 | $396K | Hold |
4,276
| – | – | 0.09% | 92 |
|
|
2023
Q2 | $417K | Hold |
4,276
| – | – | 0.1% | 88 |
|
|
2023
Q1 | $416K | Hold |
4,276
| – | – | 0.1% | 84 |
|
|
2022
Q4 | $433K | Buy |
4,276
+180
| +4% | +$18.2K | 0.11% | 80 |
|
|
2022
Q3 | $340K | Hold |
4,096
| – | – | 0.11% | 84 |
|
|
2022
Q2 | $404K | Sell |
4,096
-37
| -0.9% | -$3.65K | 0.14% | 69 |
|
|
2022
Q1 | $388K | Buy |
4,133
+432
| +12% | +$40.6K | 0.11% | 78 |
|
|
2021
Q4 | $352K | Buy |
3,701
+55
| +2% | +$5.23K | 0.11% | 81 |
|
|
2021
Q3 | $346K | Hold |
3,646
| – | – | 0.13% | 79 |
|
|
2021
Q2 | $361K | Hold |
3,646
| – | – | 0.14% | 80 |
|
|
2021
Q1 | $324K | Hold |
3,646
| – | – | 0.15% | 85 |
|
|
2020
Q4 | $302K | Sell |
3,646
-250
| -6% | -$20.7K | 0.16% | 80 |
|
|
2020
Q3 | $292K | Hold |
3,896
| – | – | 0.19% | 67 |
|
|
2020
Q2 | $273K | Sell |
3,896
-73
| -2% | -$5.12K | 0.19% | 64 |
|
|
2020
Q1 | $290K | Sell |
3,969
-104
| -3% | -$7.6K | 0.26% | 53 |
|
|
2019
Q4 | $347K | Buy |
4,073
+50
| +1% | +$4.26K | 0.21% | 64 |
|
|
2019
Q3 | $305K | Buy |
4,023
+1
| +0% | +$76 | 0.2% | 65 |
|
|
2019
Q2 | $316K | Buy |
4,022
+1
| +0% | +$79 | 0.22% | 64 |
|
|
2019
Q1 | $355K | Sell |
4,021
-24
| -0.6% | -$2.12K | 0.25% | 59 |
|
|
2018
Q4 | $270K | Buy |
+4,045
| New | +$270K | 0.21% | 67 |
|