MPW
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Magnolia Private Wealth’s Philip Morris PM Stock Holding History

Magnolia Private Wealth’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$400K Sell
2,197
-12
-0.5% -$2.19K 0.31% 66
2025
Q1 		$351K Buy
2,209
+168
+8% +$26.7K 0.29% 76
2024
Q4 		$246K Buy
+2,041
New +$246K 0.21% 95