BCU 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
$374K Buy
2,054
+6
+0.3% +$1.09K 0.17% 42
2025
Q1
$325K Buy
2,048
+7
+0.3% +$1.11K 0.17% 37
2024
Q4
$246K Buy
2,041
+6
+0.3% +$722 0.14% 47
2024
Q3
$247K Buy
2,035
+8
+0.4% +$971 0.15% 43
2024
Q2
$205K Buy
+2,027
New +$205K 0.15% 46