Morton Capital 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	$340K	Buy	1,869 +7	+0.4%	+$1.28K	0.06%	86
2025 Q1	$296K	Buy	1,862 +100	+6%	+$15.9K	0.06%	88
2024 Q4	$212K	Buy	1,762 +8	+0.5%	+$963	0.04%	107
2024 Q3	$213K	Buy	+1,754	New	+$213K	0.04%	104