Legacy Trust’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
$350K Sell
1,921
-5
-0.3% -$911 0.09% 116
2025
Q1
$306K Hold
1,926
0.07% 129
2024
Q4
$232K Sell
1,926
-70
-4% -$8.42K 0.05% 148
2024
Q3
$242K Buy
+1,996
New +$242K 0.06% 146