HC Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,559
| Closed | -$242K | – | 67 |
|
|
2024
Q1 | $242K | Buy |
5,559
+16
| +0.3% | +$698 | 0.12% | 80 |
|
|
2023
Q4 | $224K | Buy |
5,543
+575
| +12% | +$23.2K | 0.13% | 82 |
|
|
2023
Q3 | $209K | Sell |
4,968
-491
| -9% | -$20.6K | 0.12% | 76 |
|
|
2023
Q2 | $247K | Sell |
5,459
-975
| -15% | -$44.2K | 0.14% | 69 |
|
|
2023
Q1 | $287K | Sell |
6,434
-475
| -7% | -$21.2K | 0.18% | 65 |
|
|
2022
Q4 | $316K | Buy |
+6,909
| New | +$316K | 0.22% | 63 |
|
|
2021
Q3 | – | Sell |
-14,139
| Closed | -$674K | – | 84 |
|
|
2021
Q2 | $674K | Sell |
14,139
-43
| -0.3% | -$2.05K | 0.41% | 37 |
|
|
2021
Q1 | $726K | Buy |
+14,182
| New | +$726K | 0.47% | 34 |
|