Executive 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 | $271K | Buy |
5,190
+63
| +1% | +$3.3K | 0.02% | 222 |
|
|
2024
Q3 | $262K | Buy |
5,127
+30
| +0.6% | +$1.53K | 0.02% | 235 |
|
|
2024
Q2 | $232K | Sell |
5,097
-134
| -3% | -$6.1K | 0.04% | 114 |
|
|
2024
Q1 | $226K | Sell |
5,231
-292
| -5% | -$12.6K | 0.02% | 229 |
|
|
2023
Q4 | $223K | Buy |
5,523
+431
| +8% | +$17.4K | 0.02% | 201 |
|
|
2023
Q3 | $214K | Sell |
5,092
-232
| -4% | -$9.76K | 0.02% | 189 |
|
|
2023
Q2 | $241K | Buy |
5,324
+26
| +0.5% | +$1.18K | 0.03% | 177 |
|
|
2023
Q1 | $236K | Buy |
+5,298
| New | +$236K | 0.03% | 177 |
|
|
2020
Q1 | – | Sell |
-4,360
| Closed | -$217K | – | 137 |
|
|
2019
Q4 | $217K | Buy |
+4,360
| New | +$217K | 0.03% | 141 |
|
|
2019
Q3 | – | Sell |
-4,965
| Closed | -$235K | – | 535 |
|
|
2019
Q2 | $235K | Sell |
4,965
-5
| -0.1% | -$237 | 0.03% | 146 |
|
|
2019
Q1 | $285K | Sell |
4,970
-1,172
| -19% | -$67.2K | 0.05% | 128 |
|
|
2018
Q4 | $303K | Buy |
+6,142
| New | +$303K | 0.05% | 122 |
|