Shepherd Financial Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $377K | Sell |
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|
2019
Q4 | $2.5M | Sell |
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|
2019
Q3 | $2.05M | Sell |
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|
2019
Q2 | $2.49M | Sell |
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|
2019
Q1 | $3.06M | Buy |
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|
2018
Q4 | $2.61M | Buy |
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|
2018
Q3 | $2.99M | Hold |
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|
2018
Q2 | $2.95M | Sell |
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|
2018
Q1 | $3.73M | Sell |
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|
2017
Q4 | $4.29M | Sell |
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|
2017
Q3 | $3.99M | Sell |
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|
2017
Q2 | $4.76M | Sell |
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|
2017
Q1 | $4.89M | Sell |
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|
2016
Q4 | $4.95M | Buy |
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