Pathway Financial Advisors’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	$707K	Sell	3,882 -1,900	-33%	-$346K	0.1%	72
2025 Q1	$918K	Hold	5,782	–	–	0.17%	61
2024 Q4	$696K	Hold	5,782	–	–	0.16%	71
2024 Q3	$702K	Hold	5,782	–	–	0.18%	66
2024 Q2	$586K	Hold	5,782	–	–	0.16%	75
2024 Q1	$530K	Sell	5,782 -2	-0%	-$183	0.14%	84
2023 Q4	$544K	Hold	5,784	–	–	0.16%	76
2023 Q3	$535K	Hold	5,784	–	–	0.18%	61
2023 Q2	$565K	Buy	5,784 +2	+0%	+$195	0.18%	56
2023 Q1	$562K	Hold	5,782	–	–	0.19%	58
2022 Q4	$585K	Hold	5,782	–	–	0.18%	56
2022 Q3	$480K	Hold	5,782	–	–	0.17%	65
2022 Q2	$571K	Hold	5,782	–	–	0.24%	53
2022 Q1	$543K	Hold	5,782	–	–	0.2%	61
2021 Q4	$595K	Buy	+5,782	New	+$595K	0.21%	53
2021 Q1	$563K	Hold	5,782	–	–	0.22%	51
2020 Q4	$486K	Hold	5,782	–	–	0.2%	54
2020 Q3	$429K	Hold	5,782	–	–	0.17%	55
2020 Q2	$405K	Hold	5,782	–	–	0.12%	54
2020 Q1	$425K	Hold	5,782	–	–	0.14%	47
2019 Q4	$514K	Hold	5,782	–	–	0.15%	59
2019 Q3	$483K	Sell	5,782 -37	-0.6%	-$3.09K	0.14%	57
2019 Q2	$457K	Buy	5,819 +37	+0.6%	+$2.91K	0.13%	58
2019 Q1	$511K	Hold	5,782	–	–	0.16%	52
2018 Q4	$386K	Hold	5,782	–	–	0.22%	61
2018 Q3	$392K	Hold	5,782	–	–	0.22%	61
2018 Q2	$467K	Hold	5,782	–	–	0.27%	46
2018 Q1	$575K	Sell	5,782 -31	-0.5%	-$3.08K	0.34%	41
2017 Q4	$614K	Buy	+5,813	New	+$614K	0.35%	38