IRON Financial’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-14,609
| Closed | -$764K | – | 130 |
|
2024
Q4 | $764K | Buy |
14,609
+437
| +3% | +$22.9K | 0.43% | 44 |
|
2024
Q3 | $723K | Buy |
+14,172
| New | +$723K | 0.39% | 50 |
|
2021
Q3 | – | Sell |
-10,658
| Closed | -$508K | – | 119 |
|
2021
Q2 | $508K | Buy |
10,658
+2,406
| +29% | +$115K | 0.24% | 55 |
|
2021
Q1 | $422K | Buy |
+8,252
| New | +$422K | 0.22% | 48 |
|