Wheelhouse Advisory Group’s Philip Morris PM Stock Holding History

Wheelhouse Advisory Group’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	$442K	Sell
2025 Q2	$704K	Buy
2025 Q1	$606K	Sell
2024 Q4	$550K	Buy
2024 Q3	$554K	Sell
2024 Q2	$493K	Buy
2024 Q1	$215K	Sell
2023 Q4	$243K	Buy