Ridgecrest 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	$884K	Hold	4,851	–	–	0.47%	44
2025 Q1	$770K	Buy	4,851 +200	+4%	+$31.7K	0.4%	48
2024 Q4	$560K	Sell	4,651 -500	-10%	-$60.2K	0.3%	53
2024 Q3	$625K	Sell	5,151 -500	-9%	-$60.7K	0.33%	53
2024 Q2	$573K	Buy	+5,651	New	+$573K	0.34%	52