Montz Harcus Wealth Management’s Philip Morris PM Stock Holding History

Montz Harcus Wealth Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$306K	Buy
2025 Q2	$342K	Buy
2025 Q1	$295K	Buy
2024 Q4	$218K	Sell
2024 Q3	$225K	Sell
2024 Q2	$214K	Sell
2024 Q1	$242K	Buy