EWM
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Endowment Wealth Management’s Philip Morris PM Stock Holding History

Endowment Wealth Management’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 		$219K Sell
1,200
-69
-5% -$12.6K 0.11% 135
2025
Q1 		$201K Buy
+1,269
New +$201K 0.13% 139