Total Clarity 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 |
-6,444
| Closed | -$294K | – | 274 |
|
|
2024
Q2 | $294K | Sell |
6,444
-895
| -12% | -$40.8K | 0.1% | 192 |
|
|
2024
Q1 | $320K | Sell |
7,339
-2,118
| -22% | -$92.4K | 0.11% | 196 |
|
|
2023
Q4 | $382K | Sell |
9,457
-9,278
| -50% | -$374K | 0.16% | 150 |
|
|
2023
Q3 | $788K | Sell |
18,735
-780
| -4% | -$32.8K | 0.38% | 78 |
|
|
2023
Q2 | $884K | Buy |
19,515
+339
| +2% | +$15.4K | 0.44% | 65 |
|
|
2023
Q1 | $856K | Buy |
19,176
+827
| +5% | +$36.9K | 0.46% | 57 |
|
|
2022
Q4 | $839K | Buy |
18,349
+9,406
| +105% | +$430K | 0.43% | 61 |
|
|
2022
Q3 | $361K | Buy |
8,943
+7,357
| +464% | +$297K | 0.23% | 133 |
|
|
2022
Q2 | $66K | Buy |
+1,586
| New | +$66K | 0.03% | 373 |
|
|
2022
Q1 | – | Sell |
-1,100
| Closed | -$52K | – | 636 |
|
|
2021
Q4 | $52K | Sell |
1,100
-10,400
| -90% | -$492K | 0.02% | 394 |
|
|
2021
Q3 | $523K | Buy |
11,500
+73
| +0.6% | +$3.32K | 0.25% | 99 |
|
|
2021
Q2 | $545K | Buy |
11,427
+10,244
| +866% | +$489K | 0.3% | 97 |
|
|
2021
Q1 | $61K | Buy |
+1,183
| New | +$61K | 0.04% | 310 |
|
|
2020
Q1 | – | Sell |
-1,203
| Closed | -$60K | – | 417 |
|
|
2019
Q4 | $60K | Buy |
+1,203
| New | +$60K | 0.05% | 238 |
|