Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $504K | Sell |
12,070
-1,657
| -12% | -$69.2K | 0.04% | 237 |
|
|
2022
Q1 | $717K | Sell |
13,727
-1,493
| -10% | -$78K | 0.05% | 201 |
|
|
2021
Q4 | $721K | Sell |
15,220
-261
| -2% | -$12.4K | 0.05% | 197 |
|
|
2021
Q3 | $705K | Sell |
15,481
-2,114
| -12% | -$96.3K | 0.05% | 178 |
|
|
2021
Q2 | $839K | Buy |
17,595
+652
| +4% | +$31.1K | 0.06% | 151 |
|
|
2021
Q1 | $867K | Buy |
16,943
+5
| +0% | +$256 | 0.07% | 129 |
|
|
2020
Q4 | $694K | Buy |
16,938
+3,233
| +24% | +$132K | 0.06% | 139 |
|
|
2020
Q3 | $530K | Sell |
13,705
-2,218
| -14% | -$85.8K | 0.06% | 154 |
|
|
2020
Q2 | $625K | Sell |
15,923
-2,277
| -13% | -$89.4K | 0.07% | 126 |
|
|
2020
Q1 | $704K | Buy |
18,200
+2,949
| +19% | +$114K | 0.1% | 105 |
|
|
2019
Q4 | $761K | Sell |
15,251
-164
| -1% | -$8.18K | 0.09% | 123 |
|
|
2019
Q3 | $630K | Sell |
15,415
-609
| -4% | -$24.9K | 0.08% | 139 |
|
|
2019
Q2 | $759K | Sell |
16,024
-8,243
| -34% | -$390K | 0.11% | 120 |
|
|
2019
Q1 | $1.39M | Sell |
24,267
-1,383
| -5% | -$79.4K | 0.22% | 64 |
|
|
2018
Q4 | $1.27M | Sell |
25,650
-1,904
| -7% | -$94K | 0.24% | 57 |
|
|
2018
Q3 | $1.66M | Buy |
27,554
+8,933
| +48% | +$539K | 0.32% | 46 |
|
|
2018
Q2 | $1.06M | Buy |
18,621
+12,814
| +221% | +$727K | 0.28% | 70 |
|
|
2018
Q1 | $362K | Buy |
5,807
+700
| +14% | +$43.6K | 0.14% | 107 |
|
|
2017
Q4 | $368K | Buy |
+5,107
| New | +$368K | 0.17% | 100 |
|