HFO
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Heritage Family Offices’s Philip Morris PM Stock Holding History

Heritage Family Offices’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 		$683K Hold
4,401
– – 0.35% 70
2025
Q1 		$699K Hold
4,401
– – 0.36% 68
2024
Q4 		$530K Hold
4,401
– – 0.26% 84
2024
Q3 		$534K Hold
4,401
– – 0.28% 79
2024
Q2 		$446K Buy
+4,401
New +$446K 0.25% 84