Forge Financial Services’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
$345K Buy
1,908
+2
+0.1% +$362 0.26% 19
2025
Q1
$303K Hold
1,906
0.27% 18
2024
Q4
$278K Buy
+1,906
New +$278K 0.23% 17