Mosaic Family Wealth Partners’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
$352K Buy
1,934
+9
+0.5% +$1.64K 0.04% 160
2025
Q1
$305K Buy
1,925
+200
+12% +$31.7K 0.04% 168
2024
Q4
$208K Sell
1,725
-68
-4% -$8.18K 0.03% 197
2024
Q3
$218K Buy
+1,793
New +$218K 0.03% 190