PGAM
Princeton Global Asset Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Sell |
5,231
-1,195
| -19% | -$218K | 0.17% | 97 |
|
|
2025
Q1 | $1.02M | Buy |
6,426
+1,284
| +25% | +$204K | 0.2% | 96 |
|
|
2024
Q4 | $619K | Buy |
5,142
+200
| +4% | +$24.1K | 0.12% | 119 |
|
|
2024
Q3 | $600K | Hold |
4,942
| – | – | 0.12% | 117 |
|
|
2024
Q2 | $501K | Hold |
4,942
| – | – | 0.11% | 108 |
|
|
2024
Q1 | $453K | Sell |
4,942
-148
| -3% | -$13.6K | 0.11% | 112 |
|
|
2023
Q4 | $479K | Hold |
5,090
| – | – | 0.12% | 106 |
|
|
2023
Q3 | $471K | Sell |
5,090
-1,200
| -19% | -$111K | 0.13% | 108 |
|
|
2023
Q2 | $614K | Sell |
6,290
-10,333
| -62% | -$1.01M | 0.18% | 98 |
|
|
2023
Q1 | $1.62M | Hold |
16,623
| – | – | 0.47% | 63 |
|
|
2022
Q4 | $1.68M | Hold |
16,623
| – | – | 0.54% | 59 |
|
|
2022
Q3 | $1.38M | Hold |
16,623
| – | – | 0.48% | 66 |
|
|
2022
Q2 | $1.64M | Hold |
16,623
| – | – | 0.53% | 64 |
|
|
2022
Q1 | $1.56M | Hold |
16,623
| – | – | 0.43% | 68 |
|
|
2021
Q4 | $1.58M | Hold |
16,623
| – | – | 0.44% | 69 |
|
|
2021
Q3 | $1.58M | Hold |
16,623
| – | – | 0.48% | 63 |
|
|
2021
Q2 | $1.65M | Hold |
16,623
| – | – | 0.5% | 61 |
|
|
2021
Q1 | $1.48M | Sell |
16,623
-1,805
| -10% | -$160K | 0.48% | 64 |
|
|
2020
Q4 | $1.53M | Buy |
18,428
+1,805
| +11% | +$149K | 0.53% | 58 |
|
|
2020
Q3 | $1.25M | Sell |
16,623
-711
| -4% | -$53.3K | 0.5% | 57 |
|
|
2020
Q2 | $1.21M | Buy |
17,334
+16,200
| +1,429% | +$1.13M | 0.38% | 85 |
|
|
2020
Q1 | $83K | Buy |
1,134
+423
| +59% | +$31K | 0.04% | 202 |
|
|
2019
Q4 | $60 | Buy |
+711
| New | +$60 | 0.02% | 224 |
|