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Atlantic Family Wealth’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,145
Closed -$340K 55
2025
Q1
$340K Buy
2,145
+74
+4% +$11.7K 0.31% 27
2024
Q4
$249K Buy
+2,071
New +$249K 0.29% 34