Stelac Advisory Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,269
| Closed | -$281K | – | 114 |
|
2024
Q4 | $281K | Buy |
5,269
+69
| +1% | +$3.68K | 0.11% | 71 |
|
2024
Q3 | $271K | Hold |
5,200
| – | – | 0.11% | 66 |
|
2024
Q2 | $242K | Hold |
5,200
| – | – | 0.1% | 71 |
|
2024
Q1 | $232K | Buy |
+5,200
| New | +$232K | 0.11% | 67 |
|
2016
Q3 | – | Sell |
-2,207
| Closed | -$152K | – | 63 |
|
2016
Q2 | $152K | Buy |
+2,207
| New | +$152K | 0.05% | 58 |
|