Wingate Wealth Advisors’s Philip Morris PM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$679K	Hold	3,729	–	–	0.6%	50
2025 Q1	$592K	Hold	3,729	–	–	0.68%	48
2024 Q4	$449K	Buy	+3,729	New	+$449K	0.44%	60