Crux Wealth Advisors’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
$2.66M Buy
14,589
+3,990
+38% +$727K 1.13% 24
2025
Q1
$1.68M Buy
10,599
+4,283
+68% +$680K 0.88% 34
2024
Q4
$760K Buy
+6,316
New +$760K 0.42% 73