Almanack Investment Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,094
| Closed | -$278K | – | 186 |
|
2024
Q2 | $278K | Sell |
6,094
-561
| -8% | -$25.6K | 0.05% | 147 |
|
2024
Q1 | $290K | Buy |
6,655
+341
| +5% | +$14.9K | 0.05% | 146 |
|
2023
Q4 | $255K | Hold |
6,314
| – | – | 0.05% | 139 |
|
2023
Q3 | $266K | Buy |
+6,314
| New | +$266K | 0.05% | 128 |
|
2022
Q4 | – | Sell |
-1,436
| Closed | -$58K | – | 787 |
|
2022
Q3 | $58K | Buy |
+1,436
| New | +$58K | 0.01% | 240 |
|
2021
Q2 | – | Sell |
-5,798
| Closed | -$302K | – | 470 |
|
2021
Q1 | $302K | Buy |
+5,798
| New | +$302K | 0.03% | 312 |
|
2019
Q3 | – | Sell |
-2,390
| Closed | -$115K | – | 279 |
|
2019
Q2 | $115K | Buy |
+2,390
| New | +$115K | 0.03% | 249 |
|