CFC Planning Company’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
$4.3M Buy
23,609
+3,035
+15% +$553K 4.06% 6
2025
Q1
$3.27M Buy
20,574
+1,564
+8% +$248K 3.57% 6
2024
Q4
$2.29M Buy
+19,010
New +$2.29M 2.45% 20