TFA
Tranquilli Financial Advisor’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
7,957
+231
| +3% | +$42.1K | 0.9% | 35 |
|
|
2025
Q1 | $1.23M | Sell |
7,726
-79
| -1% | -$12.5K | 0.78% | 37 |
|
|
2024
Q4 | $939K | Sell |
7,805
-102
| -1% | -$12.3K | 0.6% | 42 |
|
|
2024
Q3 | $960K | Buy |
7,907
+15
| +0.2% | +$1.82K | 0.6% | 44 |
|
|
2024
Q2 | $799K | Buy |
7,892
+48
| +0.6% | +$4.86K | 0.54% | 46 |
|
|
2024
Q1 | $719K | Sell |
7,844
-121
| -2% | -$11.1K | 0.48% | 55 |
|
|
2023
Q4 | $749K | Sell |
7,965
-365
| -4% | -$34.3K | 0.53% | 42 |
|
|
2023
Q3 | $771K | Buy |
8,330
+678
| +9% | +$62.8K | 0.56% | 40 |
|
|
2023
Q2 | $747K | Buy |
7,652
+1,473
| +24% | +$144K | 0.53% | 39 |
|
|
2023
Q1 | $601K | Buy |
6,179
+72
| +1% | +$7K | 0.45% | 39 |
|
|
2022
Q4 | $618K | Buy |
6,107
+1,418
| +30% | +$144K | 0.47% | 37 |
|
|
2022
Q3 | $389K | Buy |
4,689
+1,262
| +37% | +$105K | 0.31% | 41 |
|
|
2022
Q2 | $338K | Buy |
3,427
+51
| +2% | +$5.03K | 0.26% | 45 |
|
|
2022
Q1 | $317K | Buy |
3,376
+174
| +5% | +$16.3K | 0.23% | 63 |
|
|
2021
Q4 | $304K | Buy |
3,202
+918
| +40% | +$87.2K | 0.21% | 69 |
|
|
2021
Q3 | $217K | Buy |
2,284
+46
| +2% | +$4.37K | 0.16% | 71 |
|
|
2021
Q2 | $222K | Sell |
2,238
-28
| -1% | -$2.78K | 0.17% | 74 |
|
|
2021
Q1 | $201K | Buy |
+2,266
| New | +$201K | 0.16% | 73 |
|