Kolinsky Wealth Management’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 | – | Sell |
-4,206
| Closed | -$215K | – | 191 |
|
|
2024
Q3 | $215K | Sell |
4,206
-264
| -6% | -$13.5K | 0.14% | 155 |
|
|
2024
Q2 | $204K | Buy |
+4,470
| New | +$204K | 0.15% | 148 |
|
|
2023
Q1 | – | Sell |
-5,976
| Closed | -$273K | – | 134 |
|
|
2022
Q4 | $273K | Buy |
5,976
+219
| +4% | +$10K | 0.31% | 85 |
|
|
2022
Q3 | $232K | Sell |
5,757
-25
| -0.4% | -$1.01K | 0.29% | 95 |
|
|
2022
Q2 | $242K | Sell |
5,782
-82
| -1% | -$3.43K | 0.29% | 96 |
|
|
2022
Q1 | $306K | Buy |
5,864
+897
| +18% | +$46.8K | 0.3% | 78 |
|
|
2021
Q4 | $235K | Buy |
+4,967
| New | +$235K | 0.22% | 123 |
|