RWM
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Rockline Wealth Management’s Philip Morris PM Stock Holding History

Rockline Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$786K Hold
4,316
– – 0.19% 61
2025
Q1 		$685K Hold
4,316
– – 0.19% 61
2024
Q4 		$519K Buy
4,316
+180
+4% +$21.7K 0.14% 68
2024
Q3 		$502K Hold
4,136
– – 0.14% 68
2024
Q2 		$419K Buy
+4,136
New +$419K 0.13% 72