JFG Wealth Management’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	$364K	Hold	1,996	–	–	0.08%	48
2025 Q1	$317K	Sell	1,996 -249	-11%	-$39.5K	0.07%	64
2024 Q4	$270K	Hold	2,245	–	–	0.06%	83
2024 Q3	$273K	Buy	2,245 +232	+12%	+$28.2K	0.07%	65
2024 Q2	$204K	Buy	+2,013	New	+$204K	0.06%	55