Ritter Daniher Financial Advisory’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 |
-600
| Closed | -$24.2K | – | 331 |
|
|
2023
Q4 | $24.2K | Sell |
600
-900
| -60% | -$36.3K | 0.01% | 192 |
|
|
2023
Q3 | $63.1K | Buy |
1,500
+900
| +150% | +$37.8K | 0.03% | 127 |
|
|
2023
Q2 | $27.2K | Sell |
600
-400
| -40% | -$18.1K | 0.01% | 167 |
|
|
2023
Q1 | $44.6K | Buy |
1,000
+500
| +100% | +$22.3K | 0.02% | 143 |
|
|
2022
Q4 | $22.9K | Hold |
500
| – | – | 0.01% | 182 |
|
|
2022
Q3 | $20K | Hold |
500
| – | – | 0.01% | 150 |
|
|
2022
Q2 | $21K | Sell |
500
-608
| -55% | -$25.5K | 0.01% | 142 |
|
|
2022
Q1 | $58K | Buy |
+1,108
| New | +$58K | 0.04% | 109 |
|