Halpern Financial’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $43K | Sell |
850
-330
| -28% | -$16.7K | 0.01% | 98 |
|
|
2024
Q2 | $53.7K | Hold |
1,180
| – | – | 0.01% | 90 |
|
|
2024
Q1 | $49.7K | Hold |
1,180
| – | – | 0.01% | 90 |
|
|
2023
Q4 | $48.9K | Sell |
1,180
-34
| -3% | -$1.41K | 0.02% | 92 |
|
|
2023
Q3 | $51K | Buy |
1,214
+34
| +3% | +$1.43K | 0.02% | 82 |
|
|
2023
Q2 | $53.5K | Hold |
1,180
| – | – | 0.02% | 78 |
|
|
2023
Q1 | $52.7K | Hold |
1,180
| – | – | 0.02% | 77 |
|
|
2022
Q4 | $53.9K | Hold |
1,180
| – | – | 0.02% | 78 |
|
|
2022
Q3 | $47.6K | Sell |
1,180
-242
| -17% | -$9.77K | 0.02% | 82 |
|
|
2022
Q2 | $59.4K | Buy |
1,422
+922
| +184% | +$38.5K | 0.02% | 81 |
|
|
2022
Q1 | $26.1K | Hold |
500
| – | – | 0.01% | 123 |
|
|
2021
Q4 | $23.7K | Hold |
500
| – | – | 0.01% | 125 |
|
|
2021
Q3 | $22.8K | Sell |
500
-292
| -37% | -$13.3K | 0.01% | 107 |
|
|
2021
Q2 | $37.8K | Sell |
792
-100
| -11% | -$4.77K | 0.02% | 76 |
|
|
2021
Q1 | $45.6K | Buy |
892
+392
| +78% | +$20.1K | 0.02% | 61 |
|
|
2020
Q4 | $20.5K | Hold |
500
| – | – | 0.01% | 79 |
|
|
2020
Q3 | $19.3K | Hold |
500
| – | – | 0.01% | 82 |
|
|
2020
Q2 | $19.6K | Hold |
500
| – | – | 0.01% | 73 |
|
|
2020
Q1 | $19.3K | Hold |
500
| – | – | 0.02% | 67 |
|
|
2019
Q4 | $25K | Buy |
+500
| New | +$25K | 0.02% | 76 |
|