TFM
TFC Financial Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Buy |
3,398
+17
| +0.5% | +$3.1K | 0.08% | 67 |
|
|
2025
Q1 | $537K | Buy |
3,381
+17
| +0.5% | +$2.7K | 0.08% | 68 |
|
|
2024
Q4 | $405K | Buy |
3,364
+16
| +0.5% | +$1.93K | 0.06% | 79 |
|
|
2024
Q3 | $406K | Buy |
3,348
+122
| +4% | +$14.8K | 0.06% | 77 |
|
|
2024
Q2 | $327K | Hold |
3,226
| – | – | 0.06% | 80 |
|
|
2024
Q1 | $296K | Sell |
3,226
-81
| -2% | -$7.42K | 0.05% | 87 |
|
|
2023
Q4 | $311K | Sell |
3,307
-16
| -0.5% | -$1.51K | 0.06% | 85 |
|
|
2023
Q3 | $308K | Buy |
3,323
+99
| +3% | +$9.17K | 0.07% | 78 |
|
|
2023
Q2 | $315K | Sell |
3,224
-489
| -13% | -$47.7K | 0.08% | 80 |
|
|
2023
Q1 | $361K | Buy |
3,713
+20
| +0.5% | +$1.95K | 0.09% | 73 |
|
|
2022
Q4 | $374K | Hold |
3,693
| – | – | 0.11% | 63 |
|
|
2022
Q3 | $307K | Hold |
3,693
| – | – | 0.1% | 68 |
|
|
2022
Q2 | $365K | Hold |
3,693
| – | – | 0.11% | 68 |
|
|
2022
Q1 | $347K | Hold |
3,693
| – | – | 0.1% | 71 |
|
|
2021
Q4 | $351K | Hold |
3,693
| – | – | 0.11% | 73 |
|
|
2021
Q3 | $350K | Hold |
3,693
| – | – | 0.12% | 68 |
|
|
2021
Q2 | $366K | Hold |
3,693
| – | – | 0.13% | 67 |
|
|
2021
Q1 | $328K | Sell |
3,693
-2,500
| -40% | -$222K | 0.13% | 69 |
|
|
2020
Q4 | $513K | Hold |
6,193
| – | – | 0.22% | 40 |
|
|
2020
Q3 | $464K | Buy |
+6,193
| New | +$464K | 0.23% | 40 |
|