Capital Advisors Wealth Management’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$537K Buy
2025
Q2
$533K Sell
2025
Q1
$477K Buy
2024
Q4
$354K Buy
2024
Q3
$352K Buy
2024
Q2
$286K Buy
2024
Q1
$256K Buy