Waddell & Associates’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
$708K Buy
3,886
+1,963
+102% +$358K 0.08% 75
2025
Q1
$305K Hold
1,923
0.04% 124
2024
Q4
$231K Buy
1,923
+28
+1% +$3.37K 0.02% 141
2024
Q3
$230K Buy
+1,895
New +$230K 0.03% 141