Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $910K | Buy |
19,204
+1,220
| +7% | +$57.8K | 0.18% | 92 |
|
|
2021
Q3 | $819K | Buy |
17,984
+18
| +0.1% | +$820 | 0.18% | 92 |
|
|
2021
Q2 | $857K | Buy |
17,966
+1,851
| +11% | +$88.3K | 0.19% | 86 |
|
|
2021
Q1 | $824K | Buy |
16,115
+75
| +0.5% | +$3.84K | 0.2% | 86 |
|
|
2020
Q4 | $658K | Sell |
16,040
-360
| -2% | -$14.8K | 0.17% | 94 |
|
|
2020
Q3 | $634K | Sell |
16,400
-300
| -2% | -$11.6K | 0.17% | 84 |
|
|
2020
Q2 | $655K | Sell |
16,700
-217
| -1% | -$8.51K | 0.19% | 80 |
|
|
2020
Q1 | $654K | Buy |
16,917
+826
| +5% | +$31.9K | 0.22% | 75 |
|
|
2019
Q4 | $803K | Sell |
16,091
-1,145
| -7% | -$57.1K | 0.24% | 76 |
|
|
2019
Q3 | $705K | Sell |
17,236
-120
| -0.7% | -$4.91K | 0.22% | 83 |
|
|
2019
Q2 | $822K | Sell |
17,356
-870
| -5% | -$41.2K | 0.26% | 78 |
|
|
2019
Q1 | $1.05M | Buy |
18,226
+800
| +5% | +$46K | 0.37% | 63 |
|
|
2018
Q4 | $861K | Hold |
17,426
| – | – | 0.35% | 69 |
|
|
2018
Q3 | $1.05M | Sell |
17,426
-249
| -1% | -$15K | 0.39% | 63 |
|
|
2018
Q2 | $1M | Sell |
17,675
-2,856
| -14% | -$162K | 0.4% | 65 |
|
|
2018
Q1 | $1.28M | Buy |
20,531
+466
| +2% | +$29K | 0.54% | 54 |
|
|
2017
Q4 | $1.43M | Buy |
20,065
+9,019
| +82% | +$644K | 0.61% | 49 |
|
|
2017
Q3 | $701K | Buy |
11,046
+1,061
| +11% | +$67.3K | 0.33% | 70 |
|
|
2017
Q2 | $744K | Buy |
9,985
+12
| +0.1% | +$894 | 0.37% | 62 |
|
|
2017
Q1 | $712K | Sell |
9,973
-480
| -5% | -$34.3K | 0.36% | 66 |
|
|
2016
Q4 | $707K | Sell |
10,453
-431
| -4% | -$29.2K | 0.38% | 61 |
|
|
2016
Q3 | $688K | Buy |
10,884
+146
| +1% | +$9.23K | 0.38% | 62 |
|
|
2016
Q2 | $740K | Sell |
10,738
-634
| -6% | -$43.7K | 0.41% | 59 |
|
|
2016
Q1 | $713K | Buy |
11,372
+651
| +6% | +$40.8K | 0.4% | 57 |
|
|
2015
Q4 | $624K | Buy |
10,721
+250
| +2% | +$14.6K | 0.37% | 62 |
|
|
2015
Q3 | $570K | Sell |
10,471
-853
| -8% | -$46.4K | 0.38% | 63 |
|
|
2015
Q2 | $554K | Buy |
11,324
+2,713
| +32% | +$133K | 0.34% | 70 |
|
|
2015
Q1 | $431K | Buy |
8,611
+10
| +0.1% | +$501 | 0.27% | 83 |
|
|
2014
Q4 | $421K | Buy |
8,601
+14
| +0.2% | +$685 | 0.26% | 81 |
|
|
2014
Q3 | $394K | Sell |
8,587
-86
| -1% | -$3.95K | 0.25% | 75 |
|
|
2014
Q2 | $364K | Sell |
8,673
-669
| -7% | -$28.1K | 0.23% | 87 |
|
|
2014
Q1 | $350K | Buy |
9,342
+16
| +0.2% | +$599 | 0.21% | 90 |
|
|
2013
Q4 | $358K | Sell |
9,326
-1,415
| -13% | -$54.3K | 0.22% | 89 |
|
|
2013
Q3 | $369K | Buy |
10,741
+21
| +0.2% | +$721 | 0.24% | 84 |
|
|
2013
Q2 | $375K | Buy |
+10,720
| New | +$375K | 0.25% | 80 |
|