Capital Performance 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	$1.03M	Buy	5,647 +586	+12%	+$107K	0.2%	62
2025 Q1	$803K	Buy	+5,061	New	+$803K	0.18%	67
2024 Q4	–	Sell	-169	Closed	-$20.6K	–	1996
2024 Q3	$20.6K	Buy	+169	New	+$20.6K	0.01%	597