Holistic Financial Partners’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	$267K	Buy	+1,464	New	+$267K	0.12%	98
2018 Q2	–	Sell	-166	Closed	-$17K	–	278
2018 Q1	$17K	Sell	166 -100	-38%	-$10.2K	0.01%	288
2017 Q4	$28K	Buy	+266	New	+$28K	0.02%	254