One Charles Private Wealth Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+3,449
| New | +$202K | 0.06% | 156 |
|
|
2022
Q2 | – | Sell |
-4,319
| Closed | -$226K | – | 122 |
|
|
2022
Q1 | $226K | Buy |
4,319
+8
| +0.2% | +$419 | 0.14% | 107 |
|
|
2021
Q4 | $204K | Sell |
4,311
-2,129
| -33% | -$101K | 0.12% | 113 |
|
|
2021
Q3 | $293K | Buy |
6,440
+222
| +4% | +$10.1K | 0.17% | 85 |
|
|
2021
Q2 | $296K | Buy |
+6,218
| New | +$296K | 0.2% | 84 |
|
|
2020
Q3 | – | Sell |
-7,711
| Closed | -$333K | – | 64 |
|
|
2020
Q2 | $333K | Buy |
+7,711
| New | +$333K | 0.17% | 60 |
|