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Moisand Fitzgerald Tamayo’s Altria Group MO Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$4.55K – 639
2024
Q2 		$4.55K Hold
100
– – ﹤0.01% 401
2024
Q1 		$4.36K Hold
100
– – ﹤0.01% 400
2023
Q4 		$4.03K Sell
100
-252
-72% -$10.4K ﹤0.01% 448
2023
Q3 		$14.8K Hold
352
– – ﹤0.01% 292
2023
Q2 		$15.9K Hold
352
– – ﹤0.01% 273
2023
Q1 		$15.7K Buy
352
+100
+40% +$4.6K ﹤0.01% 281
2022
Q4 		$11.5K Buy
252
+50
+25% +$2.27K ﹤0.01% 299
2022
Q3 		$8K Buy
202
+102
+102% +$4.45K ﹤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% -$108K ﹤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% +$107K 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% -$6.69K ﹤0.01% 239
2017
Q4 		$14K Sell
201
-265
-57% -$17.8K 0.01% 179
2017
Q3 		$30K Buy
+466
New +$31.1K 0.02% 137
2016
Q2 		– Sell
-301
Closed -$19K – 144
2016
Q1 		$19K Buy
301
+201
+201% +$12.2K 0.02% 132
2015
Q4 		$6K Buy
+100
New +$5.8K 0.01% 168

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moisand Fitzgerald Tamayo's MO Position: Q3 2024 in Review

Moisand Fitzgerald Tamayo sold out of Altria Group (MO) in Q3 2024, closing a stake of 100 shares — an estimated $4.55K sold.

Moisand Fitzgerald Tamayo first reported a position in MO in Q4 2015 and held it in 30 quarters. The position peaked at $103K in Q4 2020. 1,990 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Moisand Fitzgerald Tamayo reported no remaining Altria Group position as of Q3 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 100 Altria Group shares in Q3 2024, an estimated $4.55K.
  • Moisand Fitzgerald Tamayo first reported a position in Altria Group in Q4 2015 and held it in 30 quarters.
  • Moisand Fitzgerald Tamayo's Altria Group position peaked at $103K in Q4 2020.
  • 1,990 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2024, filed 9 Oct 2024.