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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
8,158
-42
-0.5% -$7.65K 0.49% 19
2025
Q1
$1.3M Buy
+8,200
New +$1.3M 0.51% 18