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BXM Wealth’s Philip Morris PM Stock Holding History

BXM Wealth’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,299
Closed -$208K – 117
2025
Q1 		$208K Sell
1,299
-381
-23% -$60.9K 0.25% 98
2024
Q4 		$202K Buy
+1,680
New +$202K 0.28% 94