Harel Insurance Investments & Financial Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $584K | Buy |
+9,962
| New | +$584K | 0.01% | 209 |
|
2025
Q1 | – | Sell |
-5,935
| Closed | -$310K | – | 526 |
|
2024
Q4 | $310K | Buy |
5,935
+1,626
| +38% | +$84.9K | 0.01% | 181 |
|
2024
Q3 | $220K | Buy |
+4,309
| New | +$220K | ﹤0.01% | 218 |
|
2021
Q4 | – | Sell |
-554
| Closed | -$25K | – | 786 |
|
2021
Q3 | $25K | Sell |
554
-3,576
| -87% | -$161K | ﹤0.01% | 607 |
|
2021
Q2 | $642K | Buy |
+4,130
| New | +$642K | 0.01% | 403 |
|
2021
Q1 | – | Sell |
-7,194
| Closed | -$949K | – | 829 |
|
2020
Q4 | $949K | Hold |
7,194
| – | – | 0.02% | 286 |
|
2020
Q3 | $278K | Buy |
+7,194
| New | +$278K | 0.01% | 255 |
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$71K | – | 475 |
|
2017
Q4 | $71K | Sell |
1,000
-2,094
| -68% | -$149K | ﹤0.01% | 299 |
|
2017
Q3 | $196K | Hold |
3,094
| – | – | 0.02% | 181 |
|
2017
Q2 | $230K | Sell |
3,094
-315
| -9% | -$23.4K | 0.02% | 169 |
|
2017
Q1 | $247K | Buy |
3,409
+1,404
| +70% | +$102K | 0.02% | 144 |
|
2016
Q4 | $136K | Buy |
2,005
+65
| +3% | +$4.41K | 0.02% | 134 |
|
2016
Q3 | $123K | Buy |
1,940
+700
| +56% | +$44.4K | 0.02% | 146 |
|
2016
Q2 | $86K | Sell |
1,240
-1,980
| -61% | -$137K | 0.01% | 265 |
|
2016
Q1 | $202K | Buy |
3,220
+890
| +38% | +$55.8K | 0.02% | 110 |
|
2015
Q4 | $136K | Buy |
+2,330
| New | +$136K | 0.02% | 127 |
|