Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Sell |
15,114
-175
| -1% | -$10.4K | 0.01% | 263 |
|
|
2025
Q1 | $933K | Sell |
15,289
-128
| -0.8% | -$7.81K | 0.01% | 259 |
|
|
2024
Q4 | $822K | Sell |
15,417
-2,001
| -11% | -$107K | 0.01% | 276 |
|
|
2024
Q3 | $907K | Sell |
17,418
-456
| -3% | -$23.7K | 0.01% | 268 |
|
|
2024
Q2 | $832K | Sell |
17,874
-206
| -1% | -$9.59K | 0.01% | 275 |
|
|
2024
Q1 | $806K | Sell |
18,080
-22
| -0.1% | -$981 | 0.01% | 286 |
|
|
2023
Q4 | $746K | Sell |
18,102
-1,301
| -7% | -$53.6K | 0.01% | 307 |
|
|
2023
Q3 | $835K | Buy |
19,403
+17
| +0.1% | +$732 | 0.02% | 285 |
|
|
2023
Q2 | $896K | Buy |
19,386
+5,505
| +40% | +$255K | 0.02% | 285 |
|
|
2023
Q1 | $632K | Sell |
13,881
-342
| -2% | -$15.6K | 0.01% | 263 |
|
|
2022
Q4 | $664K | Buy |
14,223
+715
| +5% | +$33.4K | 0.01% | 257 |
|
|
2022
Q3 | $558K | Sell |
13,508
-303
| -2% | -$12.5K | 0.01% | 268 |
|
|
2022
Q2 | $589K | Sell |
13,811
-214
| -2% | -$9.13K | 0.01% | 263 |
|
|
2022
Q1 | $745K | Sell |
14,025
-60
| -0.4% | -$3.19K | 0.01% | 250 |
|
|
2021
Q4 | $680K | Buy |
14,085
+1,550
| +12% | +$74.9K | 0.01% | 267 |
|
|
2021
Q3 | $582K | Sell |
12,535
-360
| -3% | -$16.7K | 0.01% | 246 |
|
|
2021
Q2 | $626K | Buy |
12,895
+166
| +1% | +$8.06K | 0.01% | 240 |
|
|
2021
Q1 | $662K | Sell |
12,729
-1,005
| -7% | -$52.3K | 0.01% | 231 |
|
|
2020
Q4 | $575K | Buy |
13,734
+194
| +1% | +$8.12K | 0.01% | 239 |
|
|
2020
Q3 | $536K | Sell |
13,540
-1,400
| -9% | -$55.4K | 0.01% | 236 |
|
|
2020
Q2 | $599K | Sell |
14,940
-12,846
| -46% | -$515K | 0.02% | 227 |
|
|
2020
Q1 | $1.1M | Sell |
27,786
-3,870
| -12% | -$153K | 0.03% | 186 |
|
|
2019
Q4 | $1.61M | Sell |
31,656
-62
| -0.2% | -$3.15K | 0.04% | 184 |
|
|
2019
Q3 | $1.32M | Buy |
31,718
+7,813
| +33% | +$326K | 0.03% | 189 |
|
|
2019
Q2 | $1.15M | Buy |
23,905
+1,286
| +6% | +$61.9K | 0.04% | 160 |
|
|
2019
Q1 | $1.32M | Hold |
22,619
| – | – | 0.05% | 151 |
|
|
2018
Q4 | $1.14M | Sell |
22,619
-100
| -0.4% | -$5.02K | 0.05% | 154 |
|
|
2018
Q3 | $1.39M | Sell |
22,719
-4
| -0% | -$244 | 0.05% | 149 |
|
|
2018
Q2 | $1.31M | Sell |
22,723
-408
| -2% | -$23.5K | 0.05% | 145 |
|
|
2018
Q1 | $1.46M | Buy |
+23,131
| New | +$1.46M | 0.06% | 140 |
|