InvesTrust’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	$3.69M	Sell	20,263 -36,936	-65%	-$6.73M	1.42%	23
2025 Q1	$9.08M	Sell	57,199 -2,878	-5%	-$457K	2.48%	5
2024 Q4	$7.22M	Buy	+60,077	New	+$7.22M	2.01%	19