SkyOak Wealth’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 | – | Sell |
-10,470
| Closed | -$477K | – | 253 |
|
|
2024
Q2 | $477K | Sell |
10,470
-140
| -1% | -$6.38K | 0.11% | 120 |
|
|
2024
Q1 | $463K | Sell |
10,610
-70
| -0.7% | -$3.05K | 0.11% | 130 |
|
|
2023
Q4 | $431K | Hold |
10,680
| – | – | 0.11% | 132 |
|
|
2023
Q3 | $449K | Hold |
10,680
| – | – | 0.13% | 118 |
|
|
2023
Q2 | $484K | Hold |
10,680
| – | – | 0.14% | 125 |
|
|
2023
Q1 | $477K | Hold |
10,680
| – | – | 0.15% | 122 |
|
|
2022
Q4 | $488K | Hold |
10,680
| – | – | 0.16% | 118 |
|
|
2022
Q3 | $431K | Hold |
10,680
| – | – | 0.15% | 116 |
|
|
2022
Q2 | $446K | Hold |
10,680
| – | – | 0.15% | 120 |
|
|
2022
Q1 | $558K | Hold |
10,680
| – | – | 0.16% | 120 |
|
|
2021
Q4 | $506K | Hold |
10,680
| – | – | 0.13% | 133 |
|
|
2021
Q3 | $486K | Hold |
10,680
| – | – | 0.13% | 132 |
|
|
2021
Q2 | $509K | Hold |
10,680
| – | – | 0.14% | 130 |
|
|
2021
Q1 | $504K | Hold |
10,680
| – | – | 0.14% | 130 |
|
|
2020
Q4 | $438K | Hold |
10,680
| – | – | 0.14% | 136 |
|
|
2020
Q3 | $413K | Sell |
10,680
-229
| -2% | -$8.86K | 0.15% | 130 |
|
|
2020
Q2 | $428K | Sell |
10,909
-126
| -1% | -$4.94K | 0.16% | 141 |
|
|
2020
Q1 | $427K | Sell |
11,035
-355
| -3% | -$13.7K | 0.22% | 108 |
|
|
2019
Q4 | $568K | Buy |
+11,390
| New | +$568K | 0.18% | 142 |
|