ORG 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
$665K Buy
3,748
+668
+22% +$119K 0.16% 92
2025
Q1
$487K Buy
3,080
+193
+7% +$30.5K 0.15% 116
2024
Q4
$347K Buy
2,887
+312
+12% +$37.5K 0.11% 91
2024
Q3
$313K Buy
+2,575
New +$313K 0.1% 90