Gutierrez Wealth Advisory’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
$302K Sell
1,657
-609
-27% -$111K 0.2% 48
2025
Q1
$360K Buy
2,266
+82
+4% +$13K 0.29% 29
2024
Q4
$263K Buy
+2,184
New +$263K 0.22% 38