Circle Wealth Management, LLC's ownership history for PM

Circle Wealth Management, LLC currently holds 5.0K shares with a market value of $812.3K. It started holding PM on 2024-09-30. At its peak, it held 5.2K shares on 2025-06-30. Its highest holding value was $938.9K on 2025-06-30. At its lowest, it held 4.9K shares on 2024-09-30, with a value of $590.0K on 2024-09-30. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 26. In the recent year, Circle Wealth Management, LLC has increased its shares by 148.