Cassady Schiller Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.6K | Buy |
337
+87
| +35% | +$4.55K | 0.01% | 289 |
|
|
2024
Q3 | $12.8K | Hold |
250
| – | – | ﹤0.01% | 307 |
|
|
2024
Q2 | $11.4K | Hold |
250
| – | – | ﹤0.01% | 310 |
|
|
2024
Q1 | $10.9K | Buy |
+250
| New | +$10.9K | ﹤0.01% | 329 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$4.46K | – | 483 |
|
|
2023
Q1 | $4.46K | Hold |
100
| – | – | ﹤0.01% | 364 |
|
|
2022
Q4 | $4.57K | Buy |
+100
| New | +$4.57K | ﹤0.01% | 374 |
|
|
2022
Q1 | – | Sell |
-112
| Closed | -$5K | – | 404 |
|
|
2021
Q4 | $5K | Buy |
+112
| New | +$5K | ﹤0.01% | 355 |
|