Sage Investment Advisers’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $265K | Sell |
5,189
-327
| -6% | -$16.7K | 0.28% | 61 |
|
|
2024
Q2 | $251K | Buy |
5,516
+23
| +0.4% | +$1.05K | 0.28% | 57 |
|
|
2024
Q1 | $240K | Sell |
5,493
-76
| -1% | -$3.32K | 0.27% | 57 |
|
|
2023
Q4 | $225K | Buy |
+5,569
| New | +$225K | 0.27% | 58 |
|
|
2022
Q3 | – | Sell |
-5,999
| Closed | -$251K | – | 62 |
|
|
2022
Q2 | $251K | Buy |
5,999
+1,527
| +34% | +$63.9K | 0.39% | 53 |
|
|
2022
Q1 | $234K | Sell |
4,472
-2,874
| -39% | -$150K | 0.31% | 60 |
|
|
2021
Q4 | $348K | Buy |
+7,346
| New | +$348K | 0.45% | 52 |
|