Jamison Private Wealth Management’s Philip Morris PM Stock Holding History

Jamison Private Wealth Management’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	$1.33M	Buy
2025 Q2	$894K	Sell
2025 Q1	$1.3M	Hold
2024 Q4	$988K	Buy
2024 Q3	$596K	Hold
2024 Q2	$497K	Buy
2024 Q1	$376K	Sell
2023 Q4	$408K	Hold
2023 Q3	$401K	Buy