MinichMacGregor Wealth Management’s Philip Morris PM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,797	Closed	-$509K	–	149
2025 Q2	$509K	Buy	+2,797	New	+$480K	0.11%	68
2019 Q1	–	Sell	-4,375	Closed	-$486K	–	105
2018 Q4	$486K	Buy	4,375 +4,275	+4,275%	+$357K	0.33%	66
2018 Q3	$8K	Hold	100	–	–	0.01%	339
2018 Q2	$8K	Hold	100	–	–	0.01%	338
2018 Q1	$9K	Hold	100	–	–	0.01%	321
2017 Q4	$10K	Sell	100 -708	-88%	-$75.4K	0.01%	306
2017 Q3	$89K	Sell	808 -49	-6%	-$5.7K	0.07%	67
2017 Q2	$100K	Sell	857 -47	-5%	-$5.44K	0.09%	63
2017 Q1	$102K	Buy	904 +804	+804%	+$83K	0.09%	63
2016 Q4	$9K	Sell	100 -750	-88%	-$69.5K	0.01%	274
2016 Q3	$82K	Sell	850 -146	-15%	-$14.6K	0.08%	79
2016 Q2	$101K	Sell	996 -200	-17%	-$19.9K	0.1%	65
2016 Q1	$117K	Buy	1,196 +200	+20%	+$18.3K	0.11%	54
2015 Q4	$82K	Buy	+996	New	+$86.5K	0.08%	72