Triad Wealth 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	$498K	Buy	2,735 +540	+25%	+$98.3K	0.1%	151
2025 Q1	$348K	Buy	+2,195	New	+$348K	0.11%	141
2024 Q3	–	Sell	-1,050	Closed	-$106K	–	675
2024 Q2	$106K	Buy	+1,050	New	+$106K	0.06%	148