Bay Harbor 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 | $3.7K | Buy |
62
+30
| +94% | +$1.79K | ﹤0.01% | 205 |
|
|
2025
Q1 | $1.94K | Buy |
+32
| New | +$1.94K | ﹤0.01% | 196 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$4K | – | 353 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 298 |
|
|
2020
Q3 | $4K | Sell |
100
-75
| -43% | -$3K | ﹤0.01% | 274 |
|
|
2020
Q2 | $7K | Sell |
175
-2,225
| -93% | -$89K | ﹤0.01% | 229 |
|
|
2020
Q1 | $93K | Sell |
2,400
-479
| -17% | -$18.6K | 0.06% | 110 |
|
|
2019
Q4 | $144K | Buy |
2,879
+7
| +0.2% | +$350 | 0.08% | 109 |
|
|
2019
Q3 | $121K | Sell |
2,872
-2,223
| -44% | -$93.7K | 0.07% | 109 |
|
|
2019
Q2 | $241K | Sell |
5,095
-117
| -2% | -$5.53K | 0.15% | 91 |
|
|
2019
Q1 | $299K | Sell |
5,212
-2,477
| -32% | -$142K | 0.2% | 77 |
|
|
2018
Q4 | $380K | Buy |
+7,689
| New | +$380K | 0.3% | 60 |
|