Domani Wealth’s Altria Group MO Stock Holding History

Domani Wealth’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$240K	Hold	5,384	–	–	0.06%	106
2022 Q4	$246K	Buy	5,384 +27	+0.5%	+$1.23K	0.06%	108
2022 Q3	$216K	Hold	5,357	–	–	0.06%	100
2022 Q2	$224K	Sell	5,357 -475	-8%	-$19.9K	0.06%	106
2022 Q1	$305K	Hold	5,832	–	–	0.07%	107
2021 Q4	$276K	Hold	5,832	–	–	0.05%	106
2021 Q3	$265K	Sell	5,832 -26	-0.4%	-$1.18K	0.06%	104
2021 Q2	$279K	Sell	5,858 -11	-0.2%	-$524	0.06%	103
2021 Q1	$300K	Buy	5,869 +11	+0.2%	+$562	0.06%	105
2020 Q4	$240K	Buy	5,858 +26	+0.4%	+$1.07K	0.05%	114
2020 Q3	$225K	Hold	5,832	–	–	0.05%	114
2020 Q2	$229K	Sell	5,832 -30,433	-84%	-$1.19M	0.05%	115
2020 Q1	$1.4M	Buy	36,265 +310	+0.9%	+$12K	0.37%	36
2019 Q4	$1.8M	Sell	35,955 -1,119	-3%	-$55.9K	0.59%	29
2019 Q3	$1.52M	Sell	37,074 -2,182	-6%	-$89.2K	0.55%	31
2019 Q2	$1.86M	Sell	39,256 -935	-2%	-$44.3K	0.69%	26
2019 Q1	$2.31M	Sell	40,191 -26,346	-40%	-$1.51M	0.93%	22
2018 Q4	$3.29M	Sell	66,537 -588	-0.9%	-$29K	1.53%	15
2018 Q3	$4.05M	Sell	67,125 -39,138	-37%	-$2.36M	1.74%	12
2018 Q2	$6.04M	Sell	106,263 -15,024	-12%	-$853K	2.77%	8
2018 Q1	$7.56M	Sell	121,287 -20,603	-15%	-$1.28M	3.24%	5
2017 Q4	$10.1M	Sell	141,890 -2,976	-2%	-$213K	4.44%	4
2017 Q3	$9.19M	Sell	144,866 -13,759	-9%	-$873K	3.96%	4
2017 Q2	$11.8M	Sell	158,625 -3,638	-2%	-$271K	4.86%	4
2017 Q1	$11.6M	Sell	162,263 -11,421	-7%	-$816K	4.7%	4
2016 Q4	$11.7M	Sell	173,684 -4,867	-3%	-$329K	4.74%	3
2016 Q3	$11.3M	Sell	178,551 -86	-0%	-$5.44K	4.29%	4
2016 Q2	$12.3M	Sell	178,637 -8,423	-5%	-$581K	4.78%	2
2016 Q1	$11.7M	Sell	187,060 -17,380	-9%	-$1.09M	4.43%	3
2015 Q4	$11.9M	Sell	204,440 -6,215	-3%	-$362K	4.66%	2
2015 Q3	$11.5M	Sell	210,655 -304	-0.1%	-$16.5K	6.21%	4
2015 Q2	$10.3M	Buy	210,959 +200,211	+1,863%	+$9.79M	5.62%	3
2015 Q1	$215K	Buy	+10,748	New	+$215K	3.23%	6