Heritage Wealth Management (Ohio)’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	$2.22M	Sell	12,163 -15	-0.1%	-$2.73K	0.72%	34
2025 Q1	$1.93M	Buy	12,178 +5	+0%	+$794	0.66%	36
2024 Q4	$1.47M	Buy	12,173 +4	+0%	+$481	0.49%	50
2024 Q3	$1.48M	Buy	12,169 +4	+0%	+$486	0.48%	51
2024 Q2	$1.24M	Buy	+12,165	New	+$1.24M	0.42%	63