Curi 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
Q1 | – | Sell |
-5,212
| Closed | -$210K | – | 88 |
|
|
2023
Q4 | $210K | Buy |
5,212
+264
| +5% | +$10.6K | 0.03% | 154 |
|
|
2023
Q3 | $208K | Sell |
4,948
-357
| -7% | -$15K | 0.03% | 140 |
|
|
2023
Q2 | $240K | Buy |
5,305
+40
| +0.8% | +$1.81K | 0.03% | 151 |
|
|
2023
Q1 | $235K | Sell |
5,265
-2,859
| -35% | -$128K | 0.03% | 145 |
|
|
2022
Q4 | $371K | Buy |
8,124
+2,702
| +50% | +$124K | 0.05% | 129 |
|
|
2022
Q3 | $219K | Buy |
5,422
+3,376
| +165% | +$136K | 0.04% | 162 |
|
|
2022
Q2 | $85K | Buy |
2,046
+141
| +7% | +$5.86K | 0.02% | 186 |
|
|
2022
Q1 | $99K | Buy |
1,905
+490
| +35% | +$25.5K | 0.02% | 161 |
|
|
2021
Q4 | $67K | Buy |
+1,415
| New | +$67K | 0.01% | 170 |
|
|
2021
Q1 | – | Sell |
-1,005
| Closed | -$41K | – | 335 |
|
|
2020
Q4 | $41K | Buy |
+1,005
| New | +$41K | 0.03% | 161 |
|