Waratah Capital Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-22,737
| Closed | -$1.36M | – | 166 |
|
2025
Q1 | $1.36M | Buy |
+22,737
| New | +$1.36M | 0.04% | 114 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 250 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 278 |
|
2014
Q1 | – | Sell |
-23,600
| Closed | -$906K | – | 94 |
|
2013
Q4 | $906K | Buy |
+23,600
| New | +$906K | 0.35% | 61 |
|