Elevate Capital 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	$2.17M	Buy	11,897 +920	+8%	+$168K	1.73%	25
2025 Q1	$1.74M	Sell	10,977 -636	-5%	-$101K	1.61%	29
2024 Q4	$1.4M	Buy	+11,613	New	+$1.4M	1.23%	33