NFSG
Newbridge Financial Services Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
3,313
+38
| +1% | +$6.92K | 0.1% | 160 |
|
|
2025
Q1 | $520K | Sell |
3,275
-3,101
| -49% | -$492K | 0.13% | 116 |
|
|
2024
Q4 | $767K | Buy |
+6,376
| New | +$767K | 0.2% | 87 |
|
|
2024
Q3 | – | Sell |
-12,651
| Closed | -$1.28M | – | 997 |
|
|
2024
Q2 | $1.28M | Sell |
12,651
-2,129
| -14% | -$216K | 0.48% | 44 |
|
|
2024
Q1 | $1.35M | Buy |
14,780
+13,374
| +951% | +$1.23M | 0.59% | 31 |
|
|
2023
Q4 | $132K | Sell |
1,406
-283
| -17% | -$26.6K | 0.06% | 237 |
|
|
2023
Q3 | $156K | Sell |
1,689
-197
| -10% | -$18.2K | 0.08% | 224 |
|
|
2023
Q2 | $184K | Buy |
1,886
+1,023
| +119% | +$99.9K | 0.09% | 214 |
|
|
2023
Q1 | $83.9K | Buy |
863
+133
| +18% | +$12.9K | 0.04% | 352 |
|
|
2022
Q4 | $73.9K | Buy |
730
+185
| +34% | +$18.7K | 0.04% | 369 |
|
|
2022
Q3 | $45K | Buy |
545
+4
| +0.7% | +$330 | 0.03% | 479 |
|
|
2022
Q2 | $53K | Buy |
541
+3
| +0.6% | +$294 | 0.03% | 397 |
|
|
2022
Q1 | $51K | Buy |
538
+3
| +0.6% | +$284 | 0.03% | 472 |
|
|
2021
Q4 | $51K | Buy |
535
+130
| +32% | +$12.4K | 0.02% | 454 |
|
|
2021
Q3 | $38K | Buy |
405
+3
| +0.7% | +$281 | 0.02% | 489 |
|
|
2021
Q2 | $40K | Buy |
402
+3
| +0.8% | +$299 | 0.02% | 514 |
|
|
2021
Q1 | $35K | Buy |
399
+249
| +166% | +$21.8K | 0.03% | 497 |
|
|
2020
Q4 | $12K | Hold |
150
| – | – | 0.01% | 675 |
|
|
2020
Q3 | $11K | Buy |
+150
| New | +$11K | 0.01% | 656 |
|