Nadler Financial Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,108
| Closed | -$202K | – | 143 |
|
|
2025
Q2 | $202K | Buy |
+1,108
| New | +$190K | 0.02% | 129 |
|
|
2023
Q1 | – | Sell |
-1,994
| Closed | -$202K | – | 118 |
|
|
2022
Q4 | $202K | Buy |
+1,994
| New | +$188K | 0.04% | 107 |
|
|
2022
Q3 | – | Sell |
-2,346
| Closed | -$232K | – | 107 |
|
|
2022
Q2 | $232K | Sell |
2,346
-118
| -5% | -$12K | 0.04% | 93 |
|
|
2022
Q1 | $231K | Buy |
2,464
+24
| +1% | +$2.4K | 0.04% | 106 |
|
|
2021
Q4 | $232K | Buy |
2,440
+3
| +0.1% | +$280 | 0.03% | 117 |
|
|
2021
Q3 | $231K | Buy |
2,437
+3
| +0.1% | +$302 | 0.04% | 110 |
|
|
2021
Q2 | $241K | Buy |
2,434
+3
| +0.1% | +$288 | 0.04% | 112 |
|
|
2021
Q1 | $216K | Buy |
2,431
+4
| +0.2% | +$340 | 0.04% | 118 |
|
|
2020
Q4 | $201K | Buy |
+2,427
| New | +$189K | 0.04% | 110 |
|
|
2020
Q1 | – | Sell |
-3,561
| Closed | -$303K | – | 102 |
|
|
2019
Q4 | $303K | Buy |
+3,561
| New | +$293K | 0.07% | 74 |
|
|
2018
Q4 | – | Sell |
-3,277
| Closed | -$267K | – | 87 |
|
|
2018
Q3 | $267K | Sell |
3,277
-481
| -13% | -$39.5K | 0.07% | 71 |
|
|
2018
Q2 | $303K | Buy |
3,758
+301
| +9% | +$25.5K | 0.09% | 66 |
|
|
2018
Q1 | $344K | Sell |
3,457
-829
| -19% | -$86.3K | 0.11% | 57 |
|
|
2017
Q4 | $453K | Sell |
4,286
-101
| -2% | -$10.8K | 0.14% | 53 |
|
|
2017
Q3 | $487K | Sell |
4,387
-776
| -15% | -$90.3K | 0.16% | 46 |
|
|
2017
Q2 | $606K | Sell |
5,163
-10
| -0.2% | -$1.16K | 0.21% | 41 |
|
|
2017
Q1 | $584K | Sell |
5,173
-19
| -0.4% | -$1.96K | 0.2% | 44 |
|
|
2016
Q4 | $475K | Sell |
5,192
-214
| -4% | -$19.8K | 0.18% | 46 |
|
|
2016
Q3 | $526K | Buy |
5,406
+423
| +8% | +$42.4K | 0.21% | 44 |
|
|
2016
Q2 | $507K | Buy |
4,983
+4
| +0.1% | +$399 | 0.21% | 45 |
|
|
2016
Q1 | $488K | Sell |
4,979
-61
| -1% | -$5.59K | 0.21% | 45 |
|
|
2015
Q4 | $443K | Buy |
5,040
+4
| +0.1% | +$347 | 0.2% | 45 |
|
|
2015
Q3 | $399K | Buy |
5,036
+5
| +0.1% | +$412 | 0.2% | 47 |
|
|
2015
Q2 | $403K | Sell |
5,031
-325
| -6% | -$26.7K | 0.19% | 48 |
|
|
2015
Q1 | $403K | Sell |
5,356
-1,610
| -23% | -$131K | 0.19% | 49 |
|
|
2014
Q4 | $567K | Sell |
6,966
-146
| -2% | -$12.5K | 0.29% | 33 |
|
|
2014
Q3 | $593K | Buy |
7,112
+2,543
| +56% | +$215K | 0.36% | 31 |
|
|
2014
Q2 | $385K | Sell |
4,569
-142
| -3% | -$12.2K | 0.24% | 39 |
|
|
2014
Q1 | $386K | Sell |
4,711
-599
| -11% | -$48.4K | 0.26% | 43 |
|
|
2013
Q4 | $463K | Sell |
5,310
-656
| -11% | -$57.3K | 0.3% | 41 |
|
|
2013
Q3 | $517K | Sell |
5,966
-590
| -9% | -$51.6K | 0.38% | 36 |
|
|
2013
Q2 | $568K | Buy |
+6,556
| New | +$609K | 0.4% | 37 |
|
Other funds holding PM
