Heritage Oak Wealth Advisors’s Philip Morris PM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,030	Closed	-$244K	–	82
2024 Q4	$244K	Buy	+2,030	New	+$244K	0.11%	65
2024 Q3	–	Sell	-4,059	Closed	-$411K	–	196
2024 Q2	$411K	Buy	+4,059	New	+$411K	0.21%	66