Holistic Financial Partners’s Philip Morris PM Stock Holding History

Holistic Financial Partners’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$246K	Buy
2025 Q2	$267K	Buy
2018 Q2	–	Sell
2018 Q1	$17K	Sell
2017 Q4	$28K	Buy