Physicians Financial Services’s Altria Group MO Stock Holding History

Physicians Financial Services’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,079	Closed	-$265K	–	109
2024 Q1	$265K	Hold	6,079	–	–	0.09%	97
2023 Q4	$245K	Hold	6,079	–	–	0.09%	98
2023 Q3	$256K	Sell	6,079 -300	-5%	-$12.6K	0.1%	98
2023 Q2	$289K	Sell	6,379 -200	-3%	-$9.06K	0.11%	97
2023 Q1	$294K	Sell	6,579 -150	-2%	-$6.7K	0.12%	97
2022 Q4	$308K	Hold	6,729	–	–	0.14%	92
2022 Q3	$272K	Sell	6,729 -286	-4%	-$11.6K	0.13%	93
2022 Q2	$293K	Buy	7,015 +286	+4%	+$11.9K	0.13%	96
2022 Q1	$352K	Sell	6,729 -100	-1%	-$5.23K	0.13%	95
2021 Q4	$324K	Sell	6,829 -1,398	-17%	-$66.3K	0.12%	102
2021 Q3	$374K	Sell	8,227 -100	-1%	-$4.55K	0.15%	93
2021 Q2	$397K	Sell	8,327 -1,151	-12%	-$54.9K	0.16%	88
2021 Q1	$485K	Buy	9,478 +714	+8%	+$36.5K	0.21%	80
2020 Q4	$359K	Sell	8,764 -709	-7%	-$29K	0.17%	87
2020 Q3	$366K	Buy	9,473 +150	+2%	+$5.8K	0.18%	83
2020 Q2	$366K	Buy	9,323 +4	+0%	+$157	0.2%	78
2020 Q1	$360K	Sell	9,319 -200	-2%	-$7.73K	0.25%	78
2019 Q4	$475K	Sell	9,519 -200	-2%	-$9.98K	0.26%	77
2019 Q3	$398K	Sell	9,719 -90	-0.9%	-$3.69K	0.23%	83
2019 Q2	$464K	Sell	9,809 -185	-2%	-$8.75K	0.27%	79
2019 Q1	$574K	Hold	9,994	–	–	0.36%	70
2018 Q4	$494K	Buy	9,994 +501	+5%	+$24.8K	0.36%	68
2018 Q3	$573K	Sell	9,493 -100	-1%	-$6.04K	0.39%	66
2018 Q2	$545K	Sell	9,593 -324	-3%	-$18.4K	0.41%	67
2018 Q1	$619K	Buy	9,917 +400	+4%	+$25K	0.49%	65
2017 Q4	$680K	Buy	9,517 +600	+7%	+$42.9K	0.52%	61
2017 Q3	$566K	Sell	8,917 -100	-1%	-$6.35K	0.46%	72
2017 Q2	$671K	Sell	9,017 -973	-10%	-$72.4K	0.57%	57
2017 Q1	$713K	Sell	9,990 -423	-4%	-$30.2K	0.62%	54
2016 Q4	$695K	Sell	10,413 -53	-0.5%	-$3.54K	0.57%	58
2016 Q3	$661K	Buy	10,466 +703	+7%	+$44.4K	0.55%	58
2016 Q2	$673K	Buy	9,763 +319	+3%	+$22K	0.59%	55
2016 Q1	$592K	Buy	9,444 +54	+0.6%	+$3.39K	0.54%	59
2015 Q4	$547K	Buy	+9,390	New	+$547K	0.51%	59