Biltmore Family Office’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,138
| Closed | -$261K | – | 212 |
|
|
2019
Q4 | $261K | Buy |
+5,138
| New | +$261K | 0.1% | 147 |
|
|
2019
Q3 | – | Sell |
-4,193
| Closed | -$202K | – | 180 |
|
|
2019
Q2 | $202K | Hold |
4,193
| – | – | 0.11% | 132 |
|
|
2019
Q1 | $244K | Hold |
4,193
| – | – | 0.12% | 133 |
|
|
2018
Q4 | $210K | Hold |
4,193
| – | – | 0.12% | 135 |
|
|
2018
Q3 | $256K | Hold |
4,193
| – | – | 0.12% | 132 |
|
|
2018
Q2 | $241K | Sell |
4,193
-49,500
| -92% | -$2.85M | 0.12% | 129 |
|
|
2018
Q1 | $3.38M | Hold |
53,693
| – | – | 1.5% | 16 |
|
|
2017
Q4 | $3.87M | Buy |
+53,693
| New | +$3.87M | 1.75% | 14 |
|