JF
JSF Financial’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+1,344
| New | +$245K | 0.06% | 108 |
|
|
2024
Q4 | – | Sell |
-2,560
| Closed | -$311K | – | 133 |
|
|
2024
Q3 | $311K | Buy |
2,560
+12
| +0.5% | +$1.46K | 0.09% | 90 |
|
|
2024
Q2 | $258K | Sell |
2,548
-958
| -27% | -$97.1K | 0.08% | 98 |
|
|
2024
Q1 | $321K | Buy |
3,506
+25
| +0.7% | +$2.29K | 0.1% | 89 |
|
|
2023
Q4 | $327K | Sell |
3,481
-237
| -6% | -$22.3K | 0.11% | 81 |
|
|
2023
Q3 | $344K | Sell |
3,718
-139
| -4% | -$12.9K | 0.13% | 78 |
|
|
2023
Q2 | $377K | Sell |
3,857
-1,042
| -21% | -$102K | 0.13% | 73 |
|
|
2023
Q1 | $476K | Buy |
+4,899
| New | +$476K | 0.18% | 77 |
|