BRWM
B. Riley Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $883 | Buy |
21,137
+9,792
| +86% | +$409 | ﹤0.01% | 316 |
|
|
2022
Q1 | $593K | Buy |
11,345
+1,918
| +20% | +$100K | 0.05% | 300 |
|
|
2021
Q4 | $447K | Sell |
9,427
-2,375
| -20% | -$113K | 0.03% | 381 |
|
|
2021
Q3 | $537K | Buy |
11,802
+775
| +7% | +$35.3K | 0.04% | 319 |
|
|
2021
Q2 | $526K | Sell |
11,027
-3,172
| -22% | -$151K | 0.06% | 228 |
|
|
2021
Q1 | $726K | Buy |
14,199
+1,768
| +14% | +$90.4K | 0.08% | 188 |
|
|
2020
Q4 | $510K | Sell |
12,431
-3,061
| -20% | -$126K | 0.07% | 198 |
|
|
2020
Q3 | $599K | Buy |
15,492
+4,659
| +43% | +$180K | 0.07% | 202 |
|
|
2020
Q2 | $425K | Sell |
10,833
-14,715
| -58% | -$577K | 0.05% | 243 |
|
|
2020
Q1 | $988K | Buy |
25,548
+12,709
| +99% | +$491K | 0.1% | 177 |
|
|
2019
Q4 | $641K | Sell |
12,839
-1,758
| -12% | -$87.8K | 0.1% | 191 |
|
|
2019
Q3 | $597K | Sell |
14,597
-4,694
| -24% | -$192K | 0.1% | 186 |
|
|
2019
Q2 | $913 | Sell |
19,291
-2,081
| -10% | -$98 | 0.14% | 142 |
|
|
2019
Q1 | $1.23M | Buy |
21,372
+1,002
| +5% | +$57.5K | 0.21% | 109 |
|
|
2018
Q4 | $1.01M | Sell |
20,370
-926
| -4% | -$45.7K | 0.21% | 109 |
|
|
2018
Q3 | $1.28M | Buy |
+21,296
| New | +$1.28M | 0.32% | 74 |
|
|
2016
Q1 | $3.11M | Sell |
49,658
-296
| -0.6% | -$18.5K | 4.65% | 1 |
|
|
2015
Q4 | $2.91M | Sell |
49,954
-1,178
| -2% | -$68.6K | 3.71% | 1 |
|
|
2015
Q3 | $2.78M | Buy |
51,132
+2
| +0% | +$109 | 3.94% | 1 |
|
|
2015
Q2 | $2.5M | Buy |
51,130
+523
| +1% | +$25.6K | 1.99% | 2 |
|
|
2015
Q1 | $2.53M | Sell |
50,607
-1,307
| -3% | -$65.4K | 1.9% | 2 |
|
|
2014
Q4 | $2.56M | Sell |
51,914
-228
| -0.4% | -$11.2K | 2.09% | 2 |
|
|
2014
Q3 | $2.4M | Buy |
52,142
+465
| +0.9% | +$21.4K | 1.78% | 2 |
|
|
2014
Q2 | $2.17M | Buy |
51,677
+22
| +0% | +$923 | 1.4% | 5 |
|
|
2014
Q1 | $1.93M | Buy |
+51,655
| New | +$1.93M | 1.43% | 7 |
|