MSWA
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Marshall & Sterling Wealth Advisors’s Philip Morris PM Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$72.9K Buy
401
+13
+3% +$2.36K 0.05% 125
2025
Q1 		$61.6K Buy
+388
New +$61.6K 0.04% 132