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Whipplewood Advisors’s Philip Morris PM Stock Holding History

Whipplewood Advisors’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 		$418K Buy
2,295
+70
+3% +$12.7K 0.23% 104
2025
Q1 		$366K Sell
2,225
-19
-0.8% -$3.12K 0.22% 104
2024
Q4 		$270K Buy
+2,244
New +$270K 0.15% 128