AWM
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Aegis Wealth Management’s Philip Morris PM Stock Holding History

Aegis Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$736K Hold
4,636
– – 0.44% 46
2025
Q1 		$736K Buy
4,636
+398
+9% +$63.2K 0.43% 48
2024
Q4 		$510K Buy
+4,238
New +$510K 0.35% 48