Financial Partners Capital Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.13M | Sell |
46,568
-1,720
| -4% | -$78.6K | 0.47% | 52 |
|
|
2022
Q3 | $1.95M | Sell |
48,288
-450
| -0.9% | -$18.2K | 0.46% | 56 |
|
|
2022
Q2 | $2.04M | Hold |
48,738
| – | – | 0.44% | 60 |
|
|
2022
Q1 | $2.55M | Sell |
48,738
-450
| -0.9% | -$23.5K | 0.47% | 54 |
|
|
2021
Q4 | $2.33M | Sell |
49,188
-1,907
| -4% | -$90.4K | 0.41% | 56 |
|
|
2021
Q3 | $2.33M | Sell |
51,095
-6,530
| -11% | -$297K | 0.42% | 53 |
|
|
2021
Q2 | $2.75M | Hold |
57,625
| – | – | 0.5% | 43 |
|
|
2021
Q1 | $2.95M | Hold |
57,625
| – | – | 0.6% | 40 |
|
|
2020
Q4 | $2.36M | Hold |
57,625
| – | – | 0.54% | 42 |
|
|
2020
Q3 | $2.23M | Sell |
57,625
-810
| -1% | -$31.3K | 0.59% | 37 |
|
|
2020
Q2 | $2.29M | Sell |
58,435
-137
| -0.2% | -$5.38K | 0.66% | 36 |
|
|
2020
Q1 | $2.26M | Buy |
+58,572
| New | +$2.26M | 0.72% | 39 |
|
|
2017
Q3 | – | Sell |
-2,762
| Closed | -$206K | – | 119 |
|
|
2017
Q2 | $206K | Buy |
+2,762
| New | +$206K | 0.04% | 111 |
|