Serenus Wealth 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
$465K Hold
2,555
0.08% 39
2025
Q1
$406K Buy
2,555
+150
+6% +$23.8K 0.07% 40
2024
Q4
$289K Buy
+2,405
New +$289K 0.05% 41