Vivaldi 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 | $421K | Buy |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $246K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $227K | Buy |
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|
2017
Q4 | $240K | Buy |
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|
2017
Q3 | $247K | Sell |
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|
2017
Q2 | $309 | Sell |
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|
2017
Q1 | $309 | Buy |
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