Sanctuary Wealth Management’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 | $32.1K | Hold |
614
| – | – | 0.02% | 112 |
|
2024
Q3 | $31.3K | Hold |
614
| – | – | 0.02% | 121 |
|
2024
Q2 | $28K | Sell |
614
-1,441
| -70% | -$65.6K | 0.02% | 112 |
|
2024
Q1 | $89.6K | Hold |
2,055
| – | – | 0.07% | 68 |
|
2023
Q4 | $82.9K | Hold |
2,055
| – | – | 0.08% | 66 |
|
2023
Q3 | $86.4K | Buy |
2,055
+41
| +2% | +$1.72K | 0.09% | 57 |
|
2023
Q2 | $91.2K | Buy |
+2,014
| New | +$91.2K | 0.1% | 54 |
|
2022
Q4 | $92.1K | Buy |
+2,014
| New | +$92.1K | 0.11% | 48 |
|
2018
Q1 | – | Sell |
-3,029
| Closed | -$216K | – | 19 |
|
2017
Q4 | $216K | Buy |
+3,029
| New | +$216K | 0.2% | 17 |
|