Moisand Fitzgerald Tamayo’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-100
| Closed | -$4.56K | – | 638 |
|
|
2024
Q2 | $4.56K | Hold |
100
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $4.36K | Hold |
100
| – | – | ﹤0.01% | 398 |
|
|
2023
Q4 | $4.03K | Sell |
100
-252
| -72% | -$10.2K | ﹤0.01% | 446 |
|
|
2023
Q3 | $14.8K | Hold |
352
| – | – | ﹤0.01% | 290 |
|
|
2023
Q2 | $15.9K | Hold |
352
| – | – | ﹤0.01% | 273 |
|
|
2023
Q1 | $15.7K | Buy |
352
+100
| +40% | +$4.46K | ﹤0.01% | 281 |
|
|
2022
Q4 | $11.5K | Buy |
252
+50
| +25% | +$2.29K | ﹤0.01% | 299 |
|
|
2022
Q3 | $8K | Buy |
202
+102
| +102% | +$4.04K | ﹤0.01% | 308 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 265 |
|
|
2021
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 299 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 292 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 315 |
|
|
2021
Q1 | $5K | Sell |
100
-2,417
| -96% | -$121K | ﹤0.01% | 263 |
|
|
2020
Q4 | $103K | Hold |
2,517
| – | – | 0.05% | 94 |
|
|
2020
Q3 | $97K | Hold |
2,517
| – | – | 0.05% | 93 |
|
|
2020
Q2 | $99K | Hold |
2,517
| – | – | 0.05% | 92 |
|
|
2020
Q1 | $97K | Buy |
2,517
+2,417
| +2,417% | +$93.1K | 0.06% | 86 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 224 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 233 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 222 |
|
|
2019
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 223 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 223 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 236 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 216 |
|
|
2018
Q1 | $6K | Sell |
100
-101
| -50% | -$6.06K | ﹤0.01% | 239 |
|
|
2017
Q4 | $14K | Sell |
201
-265
| -57% | -$18.5K | 0.01% | 179 |
|
|
2017
Q3 | $30K | Buy |
+466
| New | +$30K | 0.02% | 137 |
|
|
2016
Q2 | – | Sell |
-301
| Closed | -$19K | – | 143 |
|
|
2016
Q1 | $19K | Buy |
301
+201
| +201% | +$12.7K | 0.02% | 131 |
|
|
2015
Q4 | $6K | Buy |
+100
| New | +$6K | 0.01% | 168 |
|