Precedent 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	$250K	Buy	+1,370	New	+$250K	0.06%	157
2024 Q3	–	Sell	-8,884	Closed	-$900K	–	148
2024 Q2	$900K	Buy	8,884 +958	+12%	+$97.1K	0.36%	74
2024 Q1	$726K	Buy	7,926 +397	+5%	+$36.4K	0.31%	81
2023 Q4	$708K	Buy	+7,529	New	+$708K	0.36%	75