WFAG
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Wescott Financial Advisory Group’s Philip Morris PM Stock Holding History

Wescott Financial Advisory Group’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$245K Buy
1,347
+6
+0.4% +$1.09K 0.02% 155
2025
Q1 		$213K Buy
+1,341
New +$213K 0.02% 164