Steamboat Capital 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	$8.58M	Sell	47,107 -859	-2%	-$156K	2.44%	17
2025 Q1	$7.61M	Buy	47,966 +38,005	+382%	+$6.03M	2.3%	17
2024 Q4	$1.2M	Buy	+9,961	New	+$1.2M	0.37%	43