Allen Wealth Management’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	$270K	Hold	1,484	–	–	0.19%	52
2025 Q1	$236K	Buy	+1,484	New	+$236K	0.16%	56
2024 Q4	–	Sell	-1,844	Closed	-$224K	–	61
2024 Q3	$224K	Buy	+1,844	New	+$224K	0.16%	57