SpringVest Wealth Management’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
$298K Buy
1,622
+44
+3% +$8.07K 0.24% 51
2025
Q1
$253K Buy
+1,578
New +$253K 0.21% 51