Summit Financial Strategies’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $201K | Sell |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $288K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Sell |
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|
2019
Q3 | $205K | Sell |
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|
2019
Q2 | $303K | Buy |
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|
2019
Q1 | $366K | Buy |
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|
2018
Q4 | $313K | Hold |
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|
2018
Q3 | $382K | Sell |
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|
2018
Q2 | $366K | Sell |
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|
2018
Q1 | $502K | Sell |
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|
2017
Q4 | $732K | Sell |
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|
2017
Q3 | $712K | Sell |
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|
2017
Q2 | $883K | Buy |
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|
2017
Q1 | $530K | Buy |
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|
2016
Q4 | $502K | Buy |
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|
2016
Q3 | $466K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $461K | Hold |
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|
2015
Q4 | $429K | Sell |
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|
2015
Q3 | $407K | Buy |
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|
2015
Q2 | $365K | Sell |
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|
2015
Q1 | $385K | Buy |
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|
2014
Q4 | $367K | Buy |
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