Private Wealth Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,130
| Closed | -$328K | – | 171 |
|
|
2023
Q4 | $328K | Hold |
8,130
| – | – | 0.03% | 131 |
|
|
2023
Q3 | $342K | Hold |
8,130
| – | – | 0.03% | 117 |
|
|
2023
Q2 | $368K | Hold |
8,130
| – | – | 0.03% | 114 |
|
|
2023
Q1 | $363K | Buy |
+8,130
| New | +$363K | 0.04% | 120 |
|
|
2021
Q1 | – | Sell |
-8,998
| Closed | -$369K | – | 97 |
|
|
2020
Q4 | $369K | Hold |
8,998
| – | – | 0.04% | 93 |
|
|
2020
Q3 | $348K | Hold |
8,998
| – | – | 0.04% | 89 |
|
|
2020
Q2 | $353K | Sell |
8,998
-10,000
| -53% | -$392K | 0.05% | 87 |
|
|
2020
Q1 | $735K | Hold |
18,998
| – | – | 0.12% | 73 |
|
|
2019
Q4 | $948K | Buy |
18,998
+10,000
| +111% | +$499K | 0.13% | 76 |
|
|
2019
Q3 | $368K | Buy |
+8,998
| New | +$368K | 0.06% | 90 |
|