Meridian Wealth Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,824
| Closed | -$203K | – | 105 |
|
|
2023
Q3 | $203K | Buy |
4,824
+95
| +2% | +$4K | 0.04% | 94 |
|
|
2023
Q2 | $214K | Buy |
4,729
+106
| +2% | +$4.8K | 0.04% | 89 |
|
|
2023
Q1 | $206K | Buy |
+4,623
| New | +$206K | 0.04% | 89 |
|
|
2021
Q2 | – | Sell |
-3,196
| Closed | -$163K | – | 804 |
|
|
2021
Q1 | $163K | Sell |
3,196
-1,562
| -33% | -$79.7K | 0.05% | 77 |
|
|
2020
Q4 | $195K | Buy |
4,758
+17
| +0.4% | +$697 | 0.08% | 65 |
|
|
2020
Q3 | $183K | Buy |
4,741
+2
| +0% | +$77 | 0.09% | 61 |
|
|
2020
Q2 | $186K | Buy |
4,739
+34
| +0.7% | +$1.33K | 0.1% | 61 |
|
|
2020
Q1 | $182K | Buy |
4,705
+24
| +0.5% | +$928 | 0.11% | 60 |
|
|
2019
Q4 | $234K | Buy |
+4,681
| New | +$234K | 0.15% | 54 |
|