Sivia Capital Partners’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 | $1.03M | Buy |
5,636
+1,970
| +54% | +$359K | 0.31% | 33 |
|
2025
Q1 | $582K | Buy |
3,666
+661
| +22% | +$105K | 0.27% | 57 |
|
2024
Q4 | $362K | Buy |
3,005
+201
| +7% | +$24.2K | 0.18% | 91 |
|
2024
Q3 | $340K | Buy |
2,804
+8
| +0.3% | +$971 | 0.2% | 102 |
|
2024
Q2 | $283K | Buy |
+2,796
| New | +$283K | 0.19% | 124 |
|
2024
Q1 | – | Sell |
-2,308
| Closed | -$217K | – | 197 |
|
2023
Q4 | $217K | Buy |
+2,308
| New | +$217K | 0.17% | 149 |
|