UP Strategic Wealth Investment Advisors’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
$261K Buy
1,433
+12
+0.8% +$2.19K 0.2% 73
2025
Q1
$226K Buy
+1,421
New +$226K 0.2% 78