Marshall Investment 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
Sell
-1,079
Closed -$171K 176
2025
Q1
$171K Buy
1,079
+30
+3% +$4.76K 0.11% 71
2024
Q4
$127K Buy
+1,049
New +$127K 0.08% 81