WealthPlan Investment Management’s Philip Morris PM Stock Holding History

WealthPlan Investment 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	$1.64M	Buy
2025 Q2	$1.71M	Buy
2025 Q1	$559K	Buy
2024 Q4	$391K	Sell
2024 Q3	$446K	Buy
2024 Q2	$349K	Buy
2023 Q2	–	Sell
2023 Q1	$71.4K	Sell
2022 Q4	$261K	Sell
2022 Q3	$263K	Buy
2022 Q1	$229K	Buy