Wealthquest’s Philip Morris PM Stock Holding History

Wealthquest’s Portfolio PM Stock Details PM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$208K	Buy
2022 Q2	–	Sell
2022 Q1	$318K	Hold
2021 Q4	$318K	Buy
2021 Q3	$306K	Buy
2021 Q2	$207K	Buy
2019 Q3	–	Sell
2019 Q2	$207K	Sell
2019 Q1	$241K	Buy