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Intergy Private Wealth’s Philip Morris PM Stock Holding History

Intergy Private Wealth’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 		$406K Buy
2,227
+489
+28% +$89.1K 0.14% 69
2025
Q1 		$276K Sell
1,738
-221
-11% -$35.1K 0.1% 76
2024
Q4 		$236K Buy
1,959
+80
+4% +$9.63K 0.09% 83
2024
Q3 		$228K Buy
+1,879
New +$228K 0.09% 82