Householder Group Estate & Retirement Specialist’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $26K | Sell |
513
-12,261
| -96% | -$621K | 0.02% | 262 |
|
2024
Q3 | $652K | Sell |
12,774
-2,083
| -14% | -$106K | 0.19% | 106 |
|
2024
Q2 | $676K | Buy |
14,857
+3,375
| +29% | +$154K | 0.19% | 109 |
|
2024
Q1 | $501K | Buy |
11,482
+1,200
| +12% | +$52.3K | 0.15% | 134 |
|
2023
Q4 | $414K | Buy |
10,282
+40
| +0.4% | +$1.61K | 0.14% | 141 |
|
2023
Q3 | $431K | Buy |
+10,242
| New | +$431K | 0.16% | 124 |
|
2023
Q1 | $186K | Buy |
4,177
+192
| +5% | +$8.55K | 0.07% | 207 |
|
2022
Q4 | $182K | Sell |
3,985
-48
| -1% | -$2.19K | 0.27% | 50 |
|
2022
Q3 | $162K | Buy |
+4,033
| New | +$162K | 0.07% | 201 |
|