APWM
Atlas Private Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $214K | Sell |
4,901
-400
| -8% | -$17.4K | 0.09% | 117 |
|
|
2023
Q4 | $214K | Buy |
5,301
+213
| +4% | +$8.59K | 0.1% | 113 |
|
|
2023
Q3 | $214K | Buy |
5,088
+113
| +2% | +$4.75K | 0.11% | 111 |
|
|
2023
Q2 | $225K | Sell |
4,975
-113
| -2% | -$5.12K | 0.12% | 112 |
|
|
2023
Q1 | $227K | Hold |
5,088
| – | – | 0.14% | 109 |
|
|
2022
Q4 | $233K | Buy |
+5,088
| New | +$233K | 0.11% | 105 |
|
|
2022
Q3 | – | Sell |
-5,088
| Closed | -$213K | – | 109 |
|
|
2022
Q2 | $213K | Hold |
5,088
| – | – | 0.15% | 108 |
|
|
2022
Q1 | $266K | Sell |
5,088
-2,000
| -28% | -$105K | 0.15% | 114 |
|
|
2021
Q4 | $336K | Sell |
7,088
-410
| -5% | -$19.4K | 0.19% | 110 |
|
|
2021
Q3 | $341K | Buy |
7,498
+50
| +0.7% | +$2.27K | 0.21% | 101 |
|
|
2021
Q2 | $355K | Hold |
7,448
| – | – | 0.22% | 98 |
|
|
2021
Q1 | $381K | Sell |
7,448
-1,435
| -16% | -$73.4K | 0.24% | 93 |
|
|
2020
Q4 | $364K | Sell |
8,883
-750
| -8% | -$30.7K | 0.26% | 84 |
|
|
2020
Q3 | $372K | Sell |
9,633
-3,078
| -24% | -$119K | 0.29% | 80 |
|
|
2020
Q2 | $499K | Buy |
12,711
+16
| +0.1% | +$628 | 0.4% | 71 |
|
|
2020
Q1 | $491K | Sell |
12,695
-335
| -3% | -$13K | 0.45% | 65 |
|
|
2019
Q4 | $650K | Buy |
+13,030
| New | +$650K | 0.5% | 61 |
|