Wakefield Asset Management’s Philip Morris PM Stock Holding History

Wakefield Asset Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$309K	Sell
2025 Q2	$349K	Buy
2023 Q2	–	Sell
2023 Q1	$365K	Buy
2021 Q4	–	Sell
2021 Q3	$263K	Sell
2021 Q2	$282K	Sell
2021 Q1	$257K	Buy
2019 Q2	–	Sell
2019 Q1	$344K	Buy