Tempus Wealth Planning’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,165
| Closed | -$279K | – | 183 |
|
|
2023
Q2 | $279K | Buy |
6,165
+1
| +0% | +$45 | 0.13% | 144 |
|
|
2023
Q1 | $275K | Buy |
6,164
+68
| +1% | +$3.03K | 0.13% | 133 |
|
|
2022
Q4 | $279K | Hold |
6,096
| – | – | 0.17% | 136 |
|
|
2022
Q3 | $246K | Hold |
6,096
| – | – | 0.16% | 149 |
|
|
2022
Q2 | $255K | Hold |
6,096
| – | – | 0.21% | 106 |
|
|
2022
Q1 | $319K | Sell |
6,096
-519
| -8% | -$27.2K | 0.23% | 99 |
|
|
2021
Q4 | $313K | Hold |
6,615
| – | – | 0.17% | 121 |
|
|
2021
Q3 | $301K | Buy |
6,615
+220
| +3% | +$10K | 0.17% | 126 |
|
|
2021
Q2 | $305K | Hold |
6,395
| – | – | 0.2% | 119 |
|
|
2021
Q1 | $327K | Hold |
6,395
| – | – | 0.35% | 77 |
|
|
2020
Q4 | $262K | Hold |
6,395
| – | – | 0.34% | 57 |
|
|
2020
Q3 | $247K | Hold |
6,395
| – | – | 0.36% | 58 |
|
|
2020
Q2 | $251K | Hold |
6,395
| – | – | 0.37% | 56 |
|
|
2020
Q1 | $247K | Hold |
6,395
| – | – | 0.4% | 52 |
|
|
2019
Q4 | $319K | Buy |
+6,395
| New | +$319K | 0.28% | 60 |
|