Straight Path 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
Q3 | – | Sell |
-16,701
| Closed | -$761K | – | 102 |
|
|
2024
Q2 | $761K | Buy |
16,701
+7
| +0% | +$319 | 0.39% | 34 |
|
|
2024
Q1 | $728K | Buy |
16,694
+1,294
| +8% | +$56.4K | 0.41% | 33 |
|
|
2023
Q4 | $621K | Buy |
15,400
+828
| +6% | +$33.4K | 0.36% | 36 |
|
|
2023
Q3 | $613K | Hold |
14,572
| – | – | 0.42% | 33 |
|
|
2023
Q2 | $660K | Sell |
14,572
-257
| -2% | -$11.6K | 0.45% | 30 |
|
|
2023
Q1 | $662K | Buy |
14,829
+5
| +0% | +$223 | 0.53% | 25 |
|
|
2022
Q4 | $678K | Buy |
14,824
+52
| +0.4% | +$2.38K | 0.65% | 28 |
|
|
2022
Q3 | $596K | Buy |
14,772
+6
| +0% | +$242 | 0.54% | 32 |
|
|
2022
Q2 | $617K | Buy |
14,766
+451
| +3% | +$18.8K | 0.6% | 30 |
|
|
2022
Q1 | $748K | Buy |
14,315
+5
| +0% | +$261 | 0.63% | 27 |
|
|
2021
Q4 | $678K | Buy |
+14,310
| New | +$678K | 0.59% | 29 |
|