Planned Solutions’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$25.5K | – | 428 |
|
|
2024
Q3 | $25.5K | Buy |
+500
| New | +$25.5K | 0.01% | 364 |
|
|
2024
Q1 | – | Sell |
-500
| Closed | -$20.2K | – | 370 |
|
|
2023
Q4 | $20.2K | Sell |
500
-4,300
| -90% | -$173K | 0.01% | 369 |
|
|
2023
Q3 | $202K | Sell |
4,800
-400
| -8% | -$16.8K | 0.12% | 78 |
|
|
2023
Q2 | $236K | Hold |
5,200
| – | – | 0.14% | 67 |
|
|
2023
Q1 | $232K | Hold |
5,200
| – | – | 0.15% | 67 |
|
|
2022
Q4 | $238K | Sell |
5,200
-781
| -13% | -$35.7K | 0.17% | 60 |
|
|
2022
Q3 | $242K | Buy |
5,981
+212
| +4% | +$8.58K | 0.2% | 53 |
|
|
2022
Q2 | $241K | Buy |
5,769
+9
| +0.2% | +$376 | 0.23% | 50 |
|
|
2022
Q1 | $301K | Sell |
5,760
-1,090
| -16% | -$57K | 0.21% | 49 |
|
|
2021
Q4 | $325K | Buy |
+6,850
| New | +$325K | 0.22% | 52 |
|
|
2021
Q2 | $273K | Buy |
5,730
+30
| +0.5% | +$1.43K | 0.19% | 54 |
|
|
2021
Q1 | $292K | Sell |
5,700
-415
| -7% | -$21.3K | 0.23% | 47 |
|
|
2020
Q4 | $251K | Hold |
6,115
| – | – | 0.2% | 45 |
|
|
2020
Q3 | $236K | Buy |
+6,115
| New | +$236K | 0.23% | 43 |
|