C1AG
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Client 1st Advisory Group’s Philip Morris PM Stock Holding History

Client 1st Advisory Group’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$428K Hold
2,349
– – 0.16% 73
2025
Q1 		$373K Hold
2,349
– – 0.15% 77
2024
Q4 		$283K Hold
2,349
– – 0.11% 104
2024
Q3 		$285K Buy
+2,349
New +$285K 0.11% 96