CIAS
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CBIZ Investment Advisory Services’s Philip Morris PM Stock Holding History

CBIZ Investment Advisory Services’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.2K Sell
134
-233
-63% -$40.5K ﹤0.01% 122
2025
Q4 		$59.2K Buy
367
+113
+44% +$17.5K ﹤0.01% 122
2025
Q3 		$41.2K Sell
254
-89
-26% -$15K ﹤0.01% 148
2025
Q2 		$62.9K Buy
343
+141
+70% +$24.2K ﹤0.01% 110
2025
Q1 		$32.3K Buy
202
+162
+405% +$22.9K ﹤0.01% 157
2024
Q4 		$4.86K Buy
40
+16
+67% +$2.02K ﹤0.01% 321
2024
Q3 		$3.03K Hold
24
– – ﹤0.01% 324
2024
Q2 		$2.5K Sell
24
-71
-75% -$6.94K ﹤0.01% 325
2024
Q1 		$8.73K Buy
+95
New +$8.76K ﹤0.01% 257
2020
Q2 		– Hold
0
– – – 70
2020
Q1 		– Hold
0
– – – 78
2019
Q4 		– Hold
0
– – – 83

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