GYL Financial Synergies’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $338K | Sell |
6,623
-499
| -7% | -$25.2K | 0.03% | 280 |
|
|
2024
Q2 | $324K | Buy |
7,122
+233
| +3% | +$10.3K | 0.03% | 285 |
|
|
2024
Q1 | $300K | Buy |
6,889
+347
| +5% | +$14.4K | 0.02% | 300 |
|
|
2023
Q4 | $264K | Buy |
6,542
+219
| +3% | +$9.06K | 0.02% | 302 |
|
|
2023
Q3 | $266K | Sell |
6,323
-1,541
| -20% | -$68.1K | 0.03% | 285 |
|
|
2023
Q2 | $356K | Buy |
7,864
+435
| +6% | +$19.7K | 0.03% | 270 |
|
|
2023
Q1 | $331K | Buy |
7,429
+1,792
| +32% | +$82.4K | 0.04% | 231 |
|
|
2022
Q4 | $258K | Buy |
5,637
+251
| +5% | +$11.4K | 0.06% | 184 |
|
|
2022
Q3 | $217K | Buy |
+5,386
| New | +$235K | 0.06% | 177 |
|
|
2022
Q2 | – | Sell |
-5,021
| Closed | -$262K | – | 201 |
|
|
2022
Q1 | $262K | Sell |
5,021
-147
| -3% | -$7.49K | 0.06% | 172 |
|
|
2021
Q4 | $245K | Buy |
5,168
+506
| +11% | +$23.2K | 0.07% | 184 |
|
|
2021
Q3 | $212K | Sell |
4,662
-185
| -4% | -$8.94K | 0.11% | 181 |
|
|
2021
Q2 | $231K | Buy |
4,847
+83
| +2% | +$4.08K | 0.12% | 161 |
|
|
2021
Q1 | $244K | Buy |
+4,764
| New | +$213K | 0.13% | 159 |
|
|
2020
Q3 | – | Sell |
-5,366
| Closed | -$211K | – | 163 |
|
|
2020
Q2 | $211K | Buy |
5,366
+43
| +0.8% | +$1.68K | 0.15% | 144 |
|
|
2020
Q1 | $206K | Sell |
5,323
-581
| -10% | -$25.8K | 0.13% | 135 |
|
|
2019
Q4 | $295K | Sell |
5,904
-2,059
| -26% | -$97.1K | 0.13% | 129 |
|
|
2019
Q3 | $326K | Buy |
7,963
+142
| +2% | +$6.53K | 0.16% | 116 |
|
|
2019
Q2 | $370K | Buy |
7,821
+66
| +0.9% | +$3.46K | 0.2% | 90 |
|
|
2019
Q1 | $445K | Buy |
7,755
+51
| +0.7% | +$2.61K | 0.25% | 73 |
|
|
2018
Q4 | $380K | Buy |
+7,704
| New | +$446K | 0.28% | 70 |
|
Other funds holding MO
