MWM
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MGB Wealth Management’s Philip Morris PM Stock Holding History

MGB Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.84M Buy
10,120
+1,168
+13% +$213K 0.61% 37
2025
Q1 		$1.42M Buy
+8,952
New +$1.42M 0.51% 48