AWA
ARS Wealth Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $275K | Buy |
5,772
+610
| +12% | +$29.1K | 0.05% | 112 |
|
|
2021
Q1 | $264K | Hold |
5,162
| – | – | 0.06% | 105 |
|
|
2020
Q4 | $212K | Sell |
5,162
-2,055
| -28% | -$84.4K | 0.05% | 115 |
|
|
2020
Q3 | $279K | Sell |
7,217
-653
| -8% | -$25.2K | 0.08% | 84 |
|
|
2020
Q2 | $309K | Buy |
7,870
+140
| +2% | +$5.5K | 0.1% | 75 |
|
|
2020
Q1 | $299K | Sell |
7,730
-1,789
| -19% | -$69.2K | 0.13% | 72 |
|
|
2019
Q4 | $475K | Sell |
9,519
-229
| -2% | -$11.4K | 0.14% | 65 |
|
|
2019
Q3 | $399K | Sell |
9,748
-11,438
| -54% | -$468K | 0.13% | 69 |
|
|
2019
Q2 | $1M | Buy |
21,186
+2,123
| +11% | +$101K | 0.32% | 46 |
|
|
2019
Q1 | $1.1M | Sell |
19,063
-1,904
| -9% | -$109K | 0.35% | 40 |
|
|
2018
Q4 | $1.04M | Buy |
20,967
+134
| +0.6% | +$6.62K | 0.38% | 39 |
|
|
2018
Q3 | $1.26M | Sell |
20,833
-206
| -1% | -$12.4K | 0.42% | 36 |
|
|
2018
Q2 | $1.2M | Sell |
21,039
-2,580
| -11% | -$147K | 0.43% | 35 |
|
|
2018
Q1 | $1.47M | Buy |
23,619
+4,509
| +24% | +$281K | 0.55% | 29 |
|
|
2017
Q4 | $1.37M | Buy |
19,110
+75
| +0.4% | +$5.36K | 0.51% | 35 |
|
|
2017
Q3 | $1.21M | Buy |
19,035
+157
| +0.8% | +$9.96K | 0.47% | 43 |
|
|
2017
Q2 | $1.41M | Buy |
18,878
+689
| +4% | +$51.3K | 0.57% | 33 |
|
|
2017
Q1 | $1.3M | Sell |
18,189
-1,694
| -9% | -$121K | 0.56% | 30 |
|
|
2016
Q4 | $1.34M | Buy |
19,883
+3,380
| +20% | +$228K | 0.6% | 26 |
|
|
2016
Q3 | $1.04M | Buy |
16,503
+7
| +0% | +$442 | 0.44% | 28 |
|
|
2016
Q2 | $1.14M | Buy |
16,496
+200
| +1% | +$13.8K | 0.48% | 24 |
|
|
2016
Q1 | $1.02M | Sell |
16,296
-1,881
| -10% | -$118K | 0.48% | 24 |
|
|
2015
Q4 | $1.06M | Buy |
18,177
+17
| +0.1% | +$989 | 0.55% | 21 |
|
|
2015
Q3 | $988K | Buy |
18,160
+18
| +0.1% | +$979 | 0.5% | 18 |
|
|
2015
Q2 | $887K | Buy |
18,142
+18
| +0.1% | +$880 | 0.39% | 21 |
|
|
2015
Q1 | $907K | Buy |
18,124
+118
| +0.7% | +$5.91K | 0.39% | 22 |
|
|
2014
Q4 | $887K | Buy |
18,006
+7,090
| +65% | +$349K | 0.38% | 22 |
|
|
2014
Q3 | $501K | Buy |
10,916
+219
| +2% | +$10.1K | 0.23% | 35 |
|
|
2014
Q2 | $449K | Sell |
10,697
-173
| -2% | -$7.26K | 0.22% | 39 |
|
|
2014
Q1 | $407K | Sell |
10,870
-549
| -5% | -$20.6K | 0.24% | 33 |
|
|
2013
Q4 | $438K | Buy |
+11,419
| New | +$438K | 0.27% | 37 |
|