Oregon Pacific Wealth 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
$850K Sell
4,666
-235
-5% -$42.8K 0.8% 30
2025
Q1
$778K Buy
4,901
+351
+8% +$55.7K 0.78% 34
2024
Q4
$548K Buy
+4,550
New +$548K 0.54% 51