Adalta Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Hold |
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|
2025
Q1 | $679K | Buy |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | $225K | Hold |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q4 | $190K | Buy |
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|
2023
Q3 | $112K | Hold |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $117K | Hold |
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|
2022
Q4 | $122K | Hold |
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|
2022
Q3 | $100K | Hold |
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|
2022
Q2 | $119K | Hold |
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|
2022
Q1 | $113K | Hold |
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|
2021
Q4 | $115K | Hold |
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|
2021
Q3 | $114K | Hold |
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|
2021
Q2 | $119K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $969K | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.15M | Sell |
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|
2019
Q1 | $1.32M | Hold |
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|
2018
Q4 | $1M | Sell |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $1.27M | Sell |
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|
2018
Q1 | $1.57M | Buy |
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|
2017
Q4 | $1.66M | Sell |
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|
2017
Q3 | $1.98M | Sell |
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|
2017
Q2 | $2.13M | Sell |
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|
2017
Q1 | $2.37M | Buy |
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