NWM
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Napa Wealth Management’s Philip Morris PM Stock Holding History

Napa Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.82M Buy
15,466
+13,954
+923% +$2.54M 1.35% 19
2025
Q1 		$240K Buy
+1,512
New +$240K 0.14% 147