Berman Capital Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $355K | Buy |
7,821
+1,109
| +17% | +$50.3K | 0.06% | 172 |
|
|
2021
Q2 | $320K | Buy |
6,712
+1,441
| +27% | +$68.7K | 0.05% | 173 |
|
|
2021
Q1 | $269K | Buy |
5,271
+1,013
| +24% | +$51.7K | 0.06% | 158 |
|
|
2020
Q4 | $173K | Buy |
4,258
+819
| +24% | +$33.3K | 0.04% | 185 |
|
|
2020
Q3 | $132K | Buy |
3,439
+798
| +30% | +$30.6K | 0.04% | 191 |
|
|
2020
Q2 | $103K | Buy |
2,641
+126
| +5% | +$4.91K | 0.03% | 222 |
|
|
2020
Q1 | $96K | Buy |
2,515
+682
| +37% | +$26K | 0.03% | 202 |
|
|
2019
Q4 | $90K | Buy |
1,833
+306
| +20% | +$15K | 0.03% | 235 |
|
|
2019
Q3 | $61K | Sell |
1,527
-2,105
| -58% | -$84.1K | 0.02% | 275 |
|
|
2019
Q2 | $170K | Buy |
3,632
+608
| +20% | +$28.5K | 0.05% | 145 |
|
|
2019
Q1 | $173K | Sell |
3,024
-155
| -5% | -$8.87K | 0.06% | 137 |
|
|
2018
Q4 | $155K | Buy |
+3,179
| New | +$155K | 0.06% | 124 |
|