Philip James Wealth Mangement’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
$872K Sell
4,787
-35
-0.7% -$6.37K 0.11% 90
2025
Q1
$765K Buy
4,822
+181
+4% +$28.7K 0.09% 90
2024
Q4
$559K Sell
4,641
-6
-0.1% -$722 0.07% 103
2024
Q3
$564K Buy
+4,647
New +$564K 0.07% 96