Brass Tax 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
$1.5M Buy
8,237
+183
+2% +$33.3K 0.29% 44
2025
Q1
$1.28M Hold
8,054
0.27% 47
2024
Q4
$969K Buy
8,054
+189
+2% +$22.7K 0.2% 52
2024
Q3
$955K Buy
+7,865
New +$955K 0.2% 51