CWM
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Copia Wealth Management’s Philip Morris PM Stock Holding History

Copia Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$161K Buy
884
+6
+0.7% +$1.09K 0.14% 101
2025
Q1 		$139K Hold
878
– – 0.13% 105
2024
Q4 		$106K Buy
+878
New +$106K 0.1% 110