Nadler Financial Group’s Philip Morris PM Stock Holding History

Nadler Financial Group’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Buy	+1,108	New	+$202K	0.02%	129
2023 Q1	–	Sell	-1,994	Closed	-$202K	–	118
2022 Q4	$202K	Buy	+1,994	New	+$202K	0.04%	107
2022 Q3	–	Sell	-2,346	Closed	-$232K	–	107
2022 Q2	$232K	Sell	2,346 -118	-5%	-$11.7K	0.04%	93
2022 Q1	$231K	Buy	2,464 +24	+1%	+$2.25K	0.04%	106
2021 Q4	$232K	Buy	2,440 +3	+0.1%	+$285	0.03%	117
2021 Q3	$231K	Buy	2,437 +3	+0.1%	+$284	0.04%	110
2021 Q2	$241K	Buy	2,434 +3	+0.1%	+$297	0.04%	112
2021 Q1	$216K	Buy	2,431 +4	+0.2%	+$355	0.04%	118
2020 Q4	$201K	Buy	+2,427	New	+$201K	0.04%	110
2020 Q1	–	Sell	-3,561	Closed	-$303K	–	102
2019 Q4	$303K	Buy	+3,561	New	+$303K	0.07%	74
2018 Q4	–	Sell	-3,277	Closed	-$267K	–	87
2018 Q3	$267K	Sell	3,277 -481	-13%	-$39.2K	0.07%	71
2018 Q2	$303K	Buy	3,758 +301	+9%	+$24.3K	0.09%	66
2018 Q1	$344K	Sell	3,457 -829	-19%	-$82.5K	0.11%	57
2017 Q4	$453K	Sell	4,286 -101	-2%	-$10.7K	0.14%	53
2017 Q3	$487K	Sell	4,387 -776	-15%	-$86.1K	0.16%	46
2017 Q2	$606K	Sell	5,163 -10	-0.2%	-$1.17K	0.21%	41
2017 Q1	$584K	Sell	5,173 -19	-0.4%	-$2.15K	0.2%	44
2016 Q4	$475K	Sell	5,192 -214	-4%	-$19.6K	0.18%	46
2016 Q3	$526K	Buy	5,406 +423	+8%	+$41.2K	0.21%	44
2016 Q2	$507K	Buy	4,983 +4	+0.1%	+$407	0.21%	45
2016 Q1	$488K	Sell	4,979 -61	-1%	-$5.98K	0.21%	45
2015 Q4	$443K	Buy	5,040 +4	+0.1%	+$352	0.2%	45
2015 Q3	$399K	Buy	5,036 +5	+0.1%	+$396	0.2%	47
2015 Q2	$403K	Sell	5,031 -325	-6%	-$26K	0.19%	48
2015 Q1	$403K	Sell	5,356 -1,610	-23%	-$121K	0.19%	49
2014 Q4	$567K	Sell	6,966 -146	-2%	-$11.9K	0.29%	33
2014 Q3	$593K	Buy	7,112 +2,543	+56%	+$212K	0.36%	31
2014 Q2	$385K	Sell	4,569 -142	-3%	-$12K	0.24%	39
2014 Q1	$386K	Sell	4,711 -599	-11%	-$49.1K	0.26%	43
2013 Q4	$463K	Sell	5,310 -656	-11%	-$57.2K	0.3%	41
2013 Q3	$517K	Sell	5,966 -590	-9%	-$51.1K	0.38%	36
2013 Q2	$568K	Buy	+6,556	New	+$568K	0.4%	37