CWS
Cypress Wealth Services’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
5,047
-1,723
| -25% | -$101K | 0.05% | 235 |
|
|
2025
Q1 | $406K | Sell |
6,770
-30
| -0.4% | -$1.8K | 0.08% | 172 |
|
|
2024
Q4 | $356K | Sell |
6,800
-639
| -9% | -$33.4K | 0.07% | 185 |
|
|
2024
Q3 | $380K | Sell |
7,439
-128
| -2% | -$6.53K | 0.08% | 185 |
|
|
2024
Q2 | $345K | Buy |
7,567
+470
| +7% | +$21.4K | 0.08% | 181 |
|
|
2024
Q1 | $310K | Sell |
7,097
-822
| -10% | -$35.9K | 0.07% | 192 |
|
|
2023
Q4 | $319K | Sell |
7,919
-505
| -6% | -$20.4K | 0.08% | 184 |
|
|
2023
Q3 | $354K | Hold |
8,424
| – | – | 0.1% | 168 |
|
|
2023
Q2 | $382K | Buy |
8,424
+80
| +1% | +$3.63K | 0.1% | 160 |
|
|
2023
Q1 | $372K | Sell |
8,344
-233
| -3% | -$10.4K | 0.11% | 158 |
|
|
2022
Q4 | $392K | Buy |
8,577
+378
| +5% | +$17.3K | 0.13% | 150 |
|
|
2022
Q3 | $351K | Buy |
8,199
+55
| +0.7% | +$2.36K | 0.12% | 147 |
|
|
2022
Q2 | $340K | Sell |
8,144
-2,194
| -21% | -$91.6K | 0.11% | 155 |
|
|
2022
Q1 | $540K | Buy |
10,338
+390
| +4% | +$20.4K | 0.15% | 114 |
|
|
2021
Q4 | $471K | Sell |
9,948
-4
| -0% | -$189 | 0.13% | 122 |
|
|
2021
Q3 | $453K | Sell |
9,952
-7,501
| -43% | -$341K | 0.14% | 124 |
|
|
2021
Q2 | $832K | Sell |
17,453
-2,485
| -12% | -$118K | 0.23% | 80 |
|
|
2021
Q1 | $1.02M | Buy |
19,938
+1,788
| +10% | +$91.5K | 0.21% | 91 |
|
|
2020
Q4 | $744K | Buy |
+18,150
| New | +$744K | 0.17% | 100 |
|
|
2020
Q3 | – | Sell |
-75,958
| Closed | -$2.98M | – | 156 |
|
|
2020
Q2 | $2.98M | Buy |
75,958
+95
| +0.1% | +$3.73K | 0.71% | 44 |
|
|
2020
Q1 | $2.93M | Buy |
75,863
+15
| +0% | +$580 | 0.86% | 36 |
|
|
2019
Q4 | $3.79M | Sell |
75,848
-1,852
| -2% | -$92.4K | 0.96% | 31 |
|
|
2019
Q3 | $3.18M | Buy |
77,700
+265
| +0.3% | +$10.8K | 0.87% | 35 |
|
|
2019
Q2 | $3.67M | Buy |
77,435
+1,970
| +3% | +$93.3K | 1.06% | 25 |
|
|
2019
Q1 | $4.33M | Sell |
75,465
-2,036
| -3% | -$117K | 1.37% | 19 |
|
|
2018
Q4 | $3.83M | Sell |
77,501
-2,193
| -3% | -$108K | 1.52% | 19 |
|
|
2018
Q3 | $4.81M | Sell |
79,694
-367
| -0.5% | -$22.1K | 1.72% | 15 |
|
|
2018
Q2 | $4.55M | Buy |
80,061
+4,939
| +7% | +$281K | 1.73% | 14 |
|
|
2018
Q1 | $4.68M | Sell |
75,122
-252
| -0.3% | -$15.7K | 2% | 10 |
|
|
2017
Q4 | $5.38M | Buy |
+75,374
| New | +$5.38M | 2.24% | 6 |
|