Kaufman Rossin Wealth’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
$738K Buy
4,051
+1,246
+44% +$227K 0.47% 32
2025
Q1
$445K Buy
+2,805
New +$445K 0.32% 48