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Cerro Pacific Wealth Advisors’s Philip Morris PM Stock Holding History

Cerro Pacific Wealth Advisors’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 		$304K Sell
1,839
-22
-1% -$3.82K 0.08% 129
2025
Q4 		$298K Sell
1,861
-23
-1% -$3.56K 0.08% 133
2025
Q3 		$306K Sell
1,884
-279
-13% -$46.9K 0.08% 130
2025
Q2 		$394K Sell
2,163
-380
-15% -$65.3K 0.11% 115
2025
Q1 		$306K Sell
2,543
-16
-0.6% -$2.27K 0.1% 127
2024
Q4 		$311K Sell
2,559
-372
-13% -$46.9K 0.1% 125
2024
Q3 		$297K Buy
2,931
+397
+16% +$46.1K 0.11% 126
2024
Q2 		$257K Buy
+2,534
New +$248K 0.1% 131
2023
Q1 		$208K Buy
+2,135
New +$213K 0.11% 141

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return