Heritage Wealth Management (Arizona)’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 | $324K | Sell |
7,110
-55
| -0.8% | -$2.51K | 0.18% | 110 |
|
|
2024
Q1 | $313K | Buy |
+7,165
| New | +$313K | 0.16% | 124 |
|
|
2022
Q4 | $35.7K | Buy |
782
+524
| +203% | +$24K | 0.01% | 557 |
|
|
2022
Q3 | $10K | Sell |
258
-293
| -53% | -$11.4K | ﹤0.01% | 653 |
|
|
2022
Q2 | $23K | Sell |
551
-2,139
| -80% | -$89.3K | 0.01% | 520 |
|
|
2022
Q1 | $141K | Buy |
+2,690
| New | +$141K | 0.04% | 327 |
|
|
2021
Q3 | $163K | Buy |
3,590
+55
| +2% | +$2.5K | 0.06% | 251 |
|
|
2021
Q2 | $169K | Sell |
3,535
-180
| -5% | -$8.61K | 0.06% | 255 |
|
|
2021
Q1 | $190K | Buy |
+3,715
| New | +$190K | 0.11% | 170 |
|