Caitlin John’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,994
| Closed | -$660K | – | 156 |
|
2025
Q1 | $660K | Buy |
10,994
+7,059
| +179% | +$424K | 0.65% | 45 |
|
2024
Q4 | $206K | Sell |
3,935
-200
| -5% | -$10.5K | 0.14% | 123 |
|
2024
Q3 | $228K | Buy |
4,135
+526
| +15% | +$29.1K | 0.14% | 123 |
|
2024
Q2 | $164K | Buy |
3,609
+2,658
| +279% | +$121K | 0.12% | 126 |
|
2024
Q1 | $41.5K | Buy |
951
+505
| +113% | +$22K | 0.03% | 255 |
|
2023
Q4 | $18.4K | Buy |
+446
| New | +$18.4K | 0.02% | 350 |
|