GWM
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GK Wealth Management’s Philip Morris PM Stock Holding History

GK 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 		$381K Sell
2,091
-318
-13% -$57.9K 0.34% 69
2025
Q1 		$382K Sell
2,409
-161
-6% -$25.6K 0.44% 59
2024
Q4 		$309K Buy
+2,570
New +$309K 0.39% 78