TWM
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TriaGen Wealth Management’s Philip Morris PM Stock Holding History

TriaGen Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$443K Buy
2,433
+491
+25% +$89.4K 0.13% 124
2025
Q1 		$308K Buy
+1,942
New +$308K 0.11% 136