BSW Wealth Partners’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 | $288K | Sell |
4,911
-42
| -0.8% | -$2.46K | 0.04% | 248 |
|
|
2025
Q1 | $297K | Sell |
4,953
-192
| -4% | -$11.5K | 0.05% | 234 |
|
|
2024
Q4 | $269K | Buy |
5,145
+1,200
| +30% | +$62.7K | 0.04% | 249 |
|
|
2024
Q3 | $201K | Buy |
+3,945
| New | +$201K | 0.03% | 287 |
|
|
2023
Q1 | – | Sell |
-8,149
| Closed | -$372K | – | 330 |
|
|
2022
Q4 | $372K | Hold |
8,149
| – | – | 0.08% | 178 |
|
|
2022
Q3 | $329K | Buy |
8,149
+266
| +3% | +$10.7K | 0.08% | 161 |
|
|
2022
Q2 | $329K | Buy |
7,883
+4,000
| +103% | +$167K | 0.08% | 176 |
|
|
2022
Q1 | $203K | Buy |
+3,883
| New | +$203K | 0.05% | 276 |
|
|
2021
Q2 | – | Sell |
-3,977
| Closed | -$203K | – | 251 |
|
|
2021
Q1 | $203K | Buy |
+3,977
| New | +$203K | 0.06% | 211 |
|
|
2020
Q4 | – | Sell |
-6,122
| Closed | -$237K | – | 186 |
|
|
2020
Q3 | $237K | Sell |
6,122
-385
| -6% | -$14.9K | 0.09% | 121 |
|
|
2020
Q2 | $255K | Buy |
+6,507
| New | +$255K | 0.09% | 119 |
|
|
2020
Q1 | – | Sell |
-4,622
| Closed | -$231K | – | 127 |
|
|
2019
Q4 | $231K | Buy |
+4,622
| New | +$231K | 0.08% | 113 |
|
|
2019
Q3 | – | Sell |
-4,311
| Closed | -$204K | – | 153 |
|
|
2019
Q2 | $204K | Buy |
4,311
+26
| +0.6% | +$1.23K | 0.08% | 98 |
|
|
2019
Q1 | $246K | Buy |
+4,285
| New | +$246K | 0.1% | 77 |
|
|
2018
Q1 | – | Sell |
-3,021
| Closed | -$216K | – | 90 |
|
|
2017
Q4 | $216K | Buy |
+3,021
| New | +$216K | 0.09% | 78 |
|
|
2017
Q3 | – | Sell |
-2,896
| Closed | -$216K | – | 91 |
|
|
2017
Q2 | $216K | Buy |
+2,896
| New | +$216K | 0.1% | 72 |
|