Punch & Associates Investment Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,254
| Closed | -$203K | – | 237 |
|
|
2020
Q1 | $203K | Hold |
5,254
| – | – | 0.02% | 205 |
|
|
2019
Q4 | $262K | Buy |
5,254
+315
| +6% | +$15.7K | 0.02% | 201 |
|
|
2019
Q3 | $202K | Buy |
+4,939
| New | +$202K | 0.02% | 210 |
|
|
2016
Q1 | – | Sell |
-1,920
| Closed | -$112K | – | 210 |
|
|
2015
Q4 | $112K | Buy |
+1,920
| New | +$112K | 0.01% | 188 |
|