Winthrop Partners - WNY’s Philip Morris PM Stock Holding History

Winthrop Partners - WNY’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
2026 Q1	$707K	Hold
2025 Q4	$686K	Buy
2019 Q3	$444K	Hold
2019 Q2	$459K	Buy
2019 Q1	$425K	Sell
2018 Q4	$325K	Sell
2018 Q3	$441K	Hold
2018 Q2	$437K	Hold
2018 Q1	$545K	Hold
2017 Q4	$586K	Buy