Guardian Investment 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
Q1 | – | Sell |
-15,000
| Closed | -$353K | – | 60 |
|
|
2021
Q4 | $353K | Sell |
15,000
-275
| -2% | -$6.47K | 0.25% | 52 |
|
|
2021
Q3 | $728K | Hold |
15,275
| – | – | 0.54% | 48 |
|
|
2021
Q2 | $728K | Hold |
15,275
| – | – | 0.5% | 48 |
|
|
2021
Q1 | $781K | Sell |
15,275
-175
| -1% | -$8.95K | 0.55% | 46 |
|
|
2020
Q4 | $596K | Hold |
15,450
| – | – | 0.45% | 49 |
|
|
2020
Q3 | $596K | Sell |
15,450
-4,000
| -21% | -$154K | 0.52% | 45 |
|
|
2020
Q2 | $763K | Buy |
+19,450
| New | +$763K | 0.69% | 41 |
|