Governors Lane’s Philip Morris PM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-237,700	Closed	-$22.4M	–	51
2023 Q4	$22.4M	Sell	237,700 -32,900	-12%	-$3.1M	2.25%	6
2023 Q3	$25.1M	Buy	270,600 +139,700	+107%	+$12.9M	3.99%	5
2023 Q2	$12.8M	Buy	+130,900	New	+$12.8M	1.76%	13