Sculati 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,573
| Closed | -$204K | – | 112 |
|
|
2023
Q1 | $204K | Hold |
4,573
| – | – | 0.11% | 107 |
|
|
2022
Q4 | $209K | Sell |
4,573
-1,299
| -22% | -$59.4K | 0.12% | 102 |
|
|
2022
Q3 | $237K | Buy |
5,872
+550
| +10% | +$22.2K | 0.14% | 101 |
|
|
2022
Q2 | $222K | Buy |
5,322
+180
| +4% | +$7.51K | 0.13% | 106 |
|
|
2022
Q1 | $269K | Buy |
5,142
+300
| +6% | +$15.7K | 0.13% | 102 |
|
|
2021
Q4 | $229K | Hold |
4,842
| – | – | 0.11% | 108 |
|
|
2021
Q3 | $220K | Hold |
4,842
| – | – | 0.12% | 105 |
|
|
2021
Q2 | $231K | Hold |
4,842
| – | – | 0.12% | 103 |
|
|
2021
Q1 | $248K | Buy |
+4,842
| New | +$248K | 0.14% | 99 |
|
|
2020
Q1 | – | Sell |
-4,132
| Closed | -$206K | – | 105 |
|
|
2019
Q4 | $206K | Buy |
+4,132
| New | +$206K | 0.18% | 86 |
|