Wellington Wealth Strategies’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,725
| Closed | -$257K | – | 85 |
|
|
2024
Q3 | $257K | Sell |
4,725
-895
| -16% | -$48.7K | 0.2% | 62 |
|
|
2024
Q2 | $256K | Buy |
+5,620
| New | +$256K | 1.07% | 31 |
|
|
2024
Q1 | – | Sell |
-7,080
| Closed | -$286K | – | 168 |
|
|
2023
Q4 | $286K | Buy |
+7,080
| New | +$286K | 0.24% | 68 |
|
|
2020
Q4 | $286K | Buy |
+7,080
| New | +$286K | 0.24% | 68 |
|