Lakeshore Financial Planning’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	$282K	Hold	1,547	–	–	0.11%	56
2025 Q1	$246K	Sell	1,547 -154	-9%	-$24.4K	0.1%	61
2024 Q4	$205K	Sell	1,701 -16	-0.9%	-$1.93K	0.09%	75
2024 Q3	$208K	Buy	+1,717	New	+$208K	0.09%	73