Regent Peak Wealth Advisors’s Philip Morris PM Stock Holding History

Regent Peak Wealth Advisors’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$402K	Buy
2025 Q1	$374K	Buy
2024 Q4	$277K	Buy
2024 Q3	$268K	Buy
2024 Q2	$214K	Buy
2024 Q1	–	Sell
2023 Q4	$211K	Buy
2021 Q1	–	Sell
2020 Q4	$83K	Buy