Shum Financial Group’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$918K Buy
5,783
+6
+0.1% +$952 0.79% 42
2024
Q4
$700K Sell
5,777
-70
-1% -$8.48K 0.6% 53
2024
Q3
$773K Buy
+5,847
New +$773K 0.64% 51