BW
Bison Wealth’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $516K | Sell |
9,871
-3,340
| -25% | -$175K | 0.11% | 155 |
|
|
2024
Q3 | $674K | Sell |
13,211
-11,636
| -47% | -$594K | 0.11% | 187 |
|
|
2024
Q2 | $1.08M | Hold |
24,847
| – | – | 0.18% | 132 |
|
|
2024
Q1 | $1.08M | Buy |
24,847
+9
| +0% | +$393 | 0.18% | 132 |
|
|
2023
Q4 | $1M | Sell |
24,838
-308
| -1% | -$12.4K | 0.18% | 129 |
|
|
2023
Q3 | $1.06M | Buy |
25,146
+289
| +1% | +$12.2K | 0.21% | 120 |
|
|
2023
Q2 | $1.13M | Buy |
24,857
+12,008
| +93% | +$544K | 0.21% | 122 |
|
|
2023
Q1 | $587K | Buy |
12,849
+176
| +1% | +$8.04K | 0.18% | 136 |
|
|
2022
Q4 | $564K | Buy |
12,673
+1,249
| +11% | +$55.6K | 0.18% | 146 |
|
|
2022
Q3 | $461K | Buy |
11,424
+1,163
| +11% | +$46.9K | 0.18% | 141 |
|
|
2022
Q2 | $429K | Buy |
10,261
+111
| +1% | +$4.64K | 0.25% | 110 |
|
|
2022
Q1 | $530K | Sell |
10,150
-599
| -6% | -$31.3K | 0.27% | 101 |
|
|
2021
Q4 | $509K | Buy |
10,749
+1,477
| +16% | +$69.9K | 0.3% | 85 |
|
|
2021
Q3 | $422K | Sell |
9,272
-2,302
| -20% | -$105K | 0.19% | 133 |
|
|
2021
Q2 | $552K | Buy |
11,574
+3,226
| +39% | +$154K | 0.24% | 103 |
|
|
2021
Q1 | $427K | Buy |
8,348
+203
| +2% | +$10.4K | 0.18% | 143 |
|
|
2020
Q4 | $334K | Sell |
8,145
-30
| -0.4% | -$1.23K | 0.16% | 162 |
|
|
2020
Q3 | $316K | Sell |
8,175
-2,098
| -20% | -$81.1K | 0.19% | 132 |
|
|
2020
Q2 | $403K | Sell |
10,273
-906
| -8% | -$35.5K | 0.25% | 104 |
|
|
2020
Q1 | $432K | Sell |
11,179
-1,290
| -10% | -$49.9K | 0.31% | 93 |
|
|
2019
Q4 | $622K | Sell |
12,469
-1,748
| -12% | -$87.2K | 0.3% | 82 |
|
|
2019
Q3 | $581K | Buy |
14,217
+1,266
| +10% | +$51.7K | 0.32% | 80 |
|
|
2019
Q2 | $613K | Buy |
12,951
+709
| +6% | +$33.6K | 0.36% | 74 |
|
|
2019
Q1 | $703K | Buy |
12,242
+1,099
| +10% | +$63.1K | 0.43% | 60 |
|
|
2018
Q4 | $550K | Sell |
11,143
-53
| -0.5% | -$2.62K | 0.4% | 69 |
|
|
2018
Q3 | $675K | Sell |
11,196
-234
| -2% | -$14.1K | 0.44% | 60 |
|
|
2018
Q2 | $649K | Sell |
11,430
-295
| -3% | -$16.8K | 0.48% | 55 |
|
|
2018
Q1 | $731K | Buy |
11,725
+773
| +7% | +$48.2K | 0.56% | 53 |
|
|
2017
Q4 | $782K | Buy |
10,952
+1,305
| +14% | +$93.2K | 0.58% | 49 |
|
|
2017
Q3 | $612K | Sell |
9,647
-1,907
| -17% | -$121K | 0.49% | 62 |
|
|
2017
Q2 | $860K | Sell |
11,554
-867
| -7% | -$64.5K | 0.71% | 41 |
|
|
2017
Q1 | $887K | Buy |
12,421
+61
| +0.5% | +$4.36K | 0.77% | 36 |
|
|
2016
Q4 | $836K | Sell |
12,360
-739
| -6% | -$50K | 0.71% | 40 |
|
|
2016
Q3 | $828K | Sell |
13,099
-10,956
| -46% | -$693K | 0.7% | 40 |
|
|
2016
Q2 | $1.66M | Buy |
24,055
+1,609
| +7% | +$111K | 1% | 27 |
|
|
2016
Q1 | $1.41M | Sell |
22,446
-3,253
| -13% | -$204K | 0.9% | 30 |
|
|
2015
Q4 | $1.5M | Buy |
25,699
+662
| +3% | +$38.5K | 0.85% | 27 |
|
|
2015
Q3 | $1.36M | Buy |
25,037
+11,798
| +89% | +$642K | 0.9% | 25 |
|
|
2015
Q2 | $648K | Sell |
13,239
-3,936
| -23% | -$193K | 0.38% | 86 |
|
|
2015
Q1 | $859K | Buy |
17,175
+5,313
| +45% | +$266K | 0.52% | 55 |
|
|
2014
Q4 | $584K | Buy |
+11,862
| New | +$584K | 0.44% | 70 |
|