Intelligent Financial Strategies’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 |
-800
| Closed | -$35.7K | – | 86 |
|
|
2024
Q1 | $35.7K | Hold |
800
| – | – | 0.02% | 70 |
|
|
2023
Q4 | $33.1K | Hold |
800
| – | – | 0.02% | 59 |
|
|
2023
Q3 | $34.4K | Hold |
800
| – | – | 0.03% | 68 |
|
|
2023
Q2 | $37K | Hold |
800
| – | – | 0.03% | 69 |
|
|
2023
Q1 | $36.4K | Hold |
800
| – | – | 0.03% | 71 |
|
|
2022
Q4 | $37.3K | Hold |
800
| – | – | 0.03% | 71 |
|
|
2022
Q3 | $32K | Hold |
800
| – | – | 0.03% | 70 |
|
|
2022
Q2 | $33K | Hold |
800
| – | – | 0.03% | 72 |
|
|
2022
Q1 | $42K | Hold |
800
| – | – | 0.04% | 74 |
|
|
2021
Q4 | $38K | Buy |
+800
| New | +$38K | 0.03% | 79 |
|