AGH Wealth Advisors’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Sell
2,816
-223
-7% -$40.6K 0.42% 48
2025
Q1
$482K Sell
3,039
-100
-3% -$15.9K 0.47% 47
2024
Q4
$378K Buy
+3,139
New +$378K 0.35% 64