Valley Forge Investment Consultants’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
$242K Buy
1,331
+1
+0.1% +$182 0.08% 75
2025
Q1
$211K Sell
1,330
-1
-0.1% -$159 0.08% 69
2024
Q4
$160K Buy
1,331
+1
+0.1% +$120 0.06% 73
2024
Q3
$161K Buy
+1,330
New +$161K 0.06% 73