Surience Private Wealth’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
$2.22M Buy
+12,173
New +$2.22M 2.08% 18
2024
Q4
Sell
-28,073
Closed -$3.41M 32
2024
Q3
$3.41M Buy
+28,073
New +$3.41M 3.48% 11