SFP
Shepherd Financial Partners’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Hold |
2,025
| – | – | 0.04% | 178 |
|
|
2025
Q1 | $321K | Hold |
2,025
| – | – | 0.04% | 178 |
|
|
2024
Q4 | $244K | Sell |
2,025
-231
| -10% | -$27.8K | 0.03% | 198 |
|
|
2024
Q3 | $274K | Hold |
2,256
| – | – | 0.03% | 187 |
|
|
2024
Q2 | $229K | Sell |
2,256
-1
| -0% | -$101 | 0.03% | 199 |
|
|
2024
Q1 | $207K | Buy |
2,257
+34
| +2% | +$3.12K | 0.03% | 208 |
|
|
2023
Q4 | $209K | Sell |
2,223
-237
| -10% | -$22.3K | 0.03% | 200 |
|
|
2023
Q3 | $228K | Sell |
2,460
-83
| -3% | -$7.69K | 0.04% | 181 |
|
|
2023
Q2 | $248K | Buy |
2,543
+269
| +12% | +$26.3K | 0.04% | 169 |
|
|
2023
Q1 | $221K | Buy |
+2,274
| New | +$221K | 0.04% | 171 |
|
|
2020
Q1 | – | Sell |
-19,331
| Closed | -$1.65M | – | 131 |
|
|
2019
Q4 | $1.65M | Buy |
19,331
+10
| +0.1% | +$851 | 0.38% | 49 |
|
|
2019
Q3 | $1.47M | Sell |
19,321
-2,229
| -10% | -$169K | 0.37% | 46 |
|
|
2019
Q2 | $1.69M | Hold |
21,550
| – | – | 0.32% | 43 |
|
|
2019
Q1 | $1.91M | Sell |
21,550
-50
| -0.2% | -$4.42K | 0.37% | 39 |
|
|
2018
Q4 | $1.44M | Buy |
21,600
+29
| +0.1% | +$1.94K | 0.31% | 42 |
|
|
2018
Q3 | $1.74M | Hold |
21,571
| – | – | 0.39% | 43 |
|
|
2018
Q2 | $1.73M | Sell |
21,571
-629
| -3% | -$50.5K | 0.39% | 43 |
|
|
2018
Q1 | $2.21M | Hold |
22,200
| – | – | 0.54% | 29 |
|
|
2017
Q4 | $2.35M | Sell |
22,200
-50
| -0.2% | -$5.28K | 0.55% | 30 |
|
|
2017
Q3 | $2.52M | Hold |
22,250
| – | – | 0.59% | 32 |
|
|
2017
Q2 | $2.63M | Sell |
22,250
-329
| -1% | -$38.9K | 0.64% | 31 |
|
|
2017
Q1 | $2.56M | Buy |
22,579
+175
| +0.8% | +$19.8K | 0.66% | 33 |
|
|
2016
Q4 | $2.04M | Buy |
+22,404
| New | +$2.04M | 0.58% | 35 |
|