QTR Family Wealth’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
$776K Buy
4,261
+1,291
+43% +$235K 0.48% 47
2025
Q1
$471K Buy
+2,970
New +$471K 0.36% 72