Phil A. Younker & Associates’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
$1M Sell
5,494
-2,995
-35% -$545K 0.99% 14
2025
Q1
$1.35M Sell
8,489
-94
-1% -$14.9K 1.33% 12
2024
Q4
$1.03M Buy
+8,583
New +$1.03M 1.03% 13