Truepoint Inc’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,854
| Closed | -$236K | – | 200 |
|
|
2023
Q4 | $236K | Sell |
5,854
-708
| -11% | -$28.6K | 0.01% | 207 |
|
|
2023
Q3 | $276K | Buy |
+6,562
| New | +$276K | 0.01% | 159 |
|
|
2022
Q1 | – | Sell |
-5,400
| Closed | -$256K | – | 145 |
|
|
2021
Q4 | $256K | Sell |
5,400
-250
| -4% | -$11.9K | 0.01% | 121 |
|
|
2021
Q3 | $257K | Buy |
5,650
+1,250
| +28% | +$56.9K | 0.01% | 115 |
|
|
2021
Q2 | $210K | Hold |
4,400
| – | – | 0.01% | 117 |
|
|
2021
Q1 | $225K | Buy |
+4,400
| New | +$225K | 0.01% | 109 |
|