RZH
Relyea Zuckerberg Hanson’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
8,703
+1,527
| +21% | +$278K | 0.19% | 79 |
|
|
2025
Q1 | $1.14M | Buy |
7,176
+324
| +5% | +$51.4K | 0.15% | 86 |
|
|
2024
Q4 | $825K | Buy |
6,852
+3,627
| +112% | +$436K | 0.11% | 105 |
|
|
2024
Q3 | $391K | Buy |
3,225
+279
| +9% | +$33.9K | 0.06% | 164 |
|
|
2024
Q2 | $299K | Buy |
2,946
+51
| +2% | +$5.17K | 0.05% | 182 |
|
|
2024
Q1 | $265K | Buy |
2,895
+205
| +8% | +$18.8K | 0.05% | 190 |
|
|
2023
Q4 | $253K | Sell |
2,690
-308
| -10% | -$29K | 0.05% | 184 |
|
|
2023
Q3 | $278K | Buy |
2,998
+480
| +19% | +$44.4K | 0.06% | 153 |
|
|
2023
Q2 | $246K | Sell |
2,518
-72
| -3% | -$7.03K | 0.06% | 174 |
|
|
2023
Q1 | $252K | Buy |
2,590
+550
| +27% | +$53.5K | 0.06% | 163 |
|
|
2022
Q4 | $206K | Buy |
+2,040
| New | +$206K | 0.06% | 164 |
|
|
2020
Q1 | – | Sell |
-2,565
| Closed | -$218K | – | 111 |
|
|
2019
Q4 | $218K | Buy |
+2,565
| New | +$218K | 0.21% | 98 |
|