Milestone Asset 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	-31,405	Closed	-$4.99M	–	235
2025 Q1	$4.99M	Buy	+31,405	New	+$4.99M	1.06%	17
2024 Q4	–	Sell	-8,092	Closed	-$982K	–	232
2024 Q3	$982K	Buy	+8,092	New	+$982K	0.22%	91