Capital Planning Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $244K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $220K | Sell |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $430K | Sell |
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|
2020
Q1 | $456K | Buy |
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|
2019
Q4 | $544K | Hold |
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|
2019
Q3 | $446K | Sell |
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|
2019
Q2 | $858K | Sell |
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|
2019
Q1 | $1.14M | Sell |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.37M | Buy |
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|
2018
Q2 | $503K | Sell |
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|
2018
Q1 | $2.07M | Sell |
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|
2017
Q4 | $2.84M | Sell |
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|
2017
Q3 | $2.97M | Sell |
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|
2017
Q2 | $3.91M | Sell |
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|
2017
Q1 | $4.27M | Sell |
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|
2016
Q4 | $4.31M | Sell |
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|
2016
Q3 | $4.31M | Sell |
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|
2016
Q2 | $4.84M | Sell |
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|
2016
Q1 | $4.44M | Buy |
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|
2015
Q4 | $4.1M | Buy |
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|
2015
Q3 | $3.31M | Sell |
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|
2015
Q2 | $3.48M | Buy |
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|
2015
Q1 | $3.55M | Buy |
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|
2014
Q4 | $2.64M | Buy |
|