Beam Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,700
| Closed | -$205K | – | 134 |
|
|
2024
Q1 | $205K | Buy |
+4,700
| New | +$205K | 0.12% | 106 |
|
|
2020
Q4 | – | Sell |
-5,644
| Closed | -$218K | – | 137 |
|
|
2020
Q3 | $218K | Buy |
5,644
+7
| +0.1% | +$270 | 0.2% | 114 |
|
|
2020
Q2 | $223K | Sell |
5,637
-600
| -10% | -$23.7K | 0.22% | 112 |
|
|
2020
Q1 | $241K | Sell |
6,237
-89
| -1% | -$3.44K | 0.24% | 123 |
|
|
2019
Q4 | $316K | Buy |
+6,326
| New | +$316K | 0.29% | 109 |
|