AssuredPartners Investment 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	$2.32M	Sell	12,725 -3,261	-20%	-$594K	0.57%	41
2025 Q1	$2.54M	Buy	15,986 +825	+5%	+$131K	0.49%	59
2024 Q4	$1.82M	Buy	+15,161	New	+$1.82M	0.36%	78