Quantum 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	$242K	Buy	1,330 +69	+5%	+$12.6K	0.03%	157
2025 Q1	$200K	Buy	+1,261	New	+$200K	0.03%	174
2023 Q4	–	Sell	-2,647	Closed	-$245K	–	130
2023 Q3	$245K	Buy	+2,647	New	+$245K	0.07%	92