RDFA
Ritter Daniher Financial Advisory’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Buy |
+100
| New | +$18.2K | ﹤0.01% | 236 |
|
|
2024
Q1 | – | Sell |
-60
| Closed | -$5.65K | – | 336 |
|
|
2023
Q4 | $5.65K | Sell |
60
-700
| -92% | -$65.9K | ﹤0.01% | 265 |
|
|
2023
Q3 | $70.4K | Buy |
760
+700
| +1,167% | +$64.8K | 0.03% | 122 |
|
|
2023
Q2 | $5.86K | Sell |
60
-240
| -80% | -$23.4K | ﹤0.01% | 249 |
|
|
2023
Q1 | $29.2K | Hold |
300
| – | – | 0.01% | 161 |
|
|
2022
Q4 | $30.4K | Hold |
300
| – | – | 0.01% | 170 |
|
|
2022
Q3 | $25K | Hold |
300
| – | – | 0.02% | 141 |
|
|
2022
Q2 | $30K | Sell |
300
-607
| -67% | -$60.7K | 0.02% | 131 |
|
|
2022
Q1 | $85K | Buy |
+907
| New | +$85K | 0.06% | 90 |
|