Northeast Financial Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,228
| Closed | -$512K | – | 89 |
|
|
2025
Q1 | $512K | Buy |
3,228
+32
| +1% | +$5.08K | 0.18% | 46 |
|
|
2024
Q4 | $385K | Hold |
3,196
| – | – | 0.14% | 54 |
|
|
2024
Q3 | $388K | Hold |
3,196
| – | – | 0.14% | 54 |
|
|
2024
Q2 | $324K | Hold |
3,196
| – | – | 0.14% | 53 |
|
|
2024
Q1 | $293K | Hold |
3,196
| – | – | 0.13% | 60 |
|
|
2023
Q4 | $301K | Buy |
3,196
+261
| +9% | +$24.6K | 0.15% | 62 |
|
|
2023
Q3 | $272K | Sell |
2,935
-82
| -3% | -$7.59K | 0.17% | 54 |
|
|
2023
Q2 | $295K | Buy |
3,017
+37
| +1% | +$3.61K | 0.19% | 55 |
|
|
2023
Q1 | $311K | Hold |
2,980
| – | – | 0.22% | 46 |
|
|
2022
Q4 | $302K | Buy |
2,980
+48
| +2% | +$4.86K | 0.24% | 46 |
|
|
2022
Q3 | $243K | Buy |
2,932
+2
| +0.1% | +$166 | 0.22% | 32 |
|
|
2022
Q2 | $289K | Buy |
2,930
+2
| +0.1% | +$197 | 0.24% | 26 |
|
|
2022
Q1 | $275K | Buy |
+2,928
| New | +$275K | 0.19% | 34 |
|