Forza Wealth Management’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
$295K Sell
1,619
-70
-4% -$12.7K 0.12% 159
2025
Q1
$268K Hold
1,689
0.12% 157
2024
Q4
$203K Hold
1,689
0.09% 179
2024
Q3
$205K Buy
+1,689
New +$205K 0.09% 177