Moran 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
Q3 | – | Sell |
-58,259
| Closed | -$2.65M | – | 417 |
|
2024
Q2 | $2.65M | Buy |
58,259
+7,711
| +15% | +$351K | 0.09% | 233 |
|
2024
Q1 | $2.2M | Buy |
50,548
+18,523
| +58% | +$808K | 0.07% | 251 |
|
2023
Q4 | $1.29M | Buy |
32,025
+17,410
| +119% | +$702K | 0.05% | 283 |
|
2023
Q3 | $615K | Buy |
14,615
+8,419
| +136% | +$354K | 0.02% | 298 |
|
2023
Q2 | $281K | Buy |
+6,196
| New | +$281K | 0.01% | 353 |
|