Total Wealth Planning & 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	$200K	Buy	+1,100	New	+$200K	0.16%	171
2025 Q1	–	Sell	-2,237	Closed	-$269K	–	194
2024 Q4	$269K	Buy	+2,237	New	+$269K	0.24%	129