Douglas Lane & Associates’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 | $396K | Sell |
6,759
-912
| -12% | -$53.5K | 0.01% | 193 |
|
|
2025
Q1 | $460K | Buy |
7,671
+2,940
| +62% | +$176K | 0.01% | 185 |
|
|
2024
Q4 | $247K | Buy |
+4,731
| New | +$247K | ﹤0.01% | 216 |
|
|
2020
Q1 | – | Sell |
-6,299
| Closed | -$314K | – | 203 |
|
|
2019
Q4 | $314K | Sell |
6,299
-1,792
| -22% | -$89.3K | 0.01% | 180 |
|
|
2019
Q3 | $331K | Sell |
8,091
-2,261
| -22% | -$92.5K | 0.01% | 181 |
|
|
2019
Q2 | $490K | Sell |
10,352
-4,393
| -30% | -$208K | 0.01% | 172 |
|
|
2019
Q1 | $847K | Sell |
14,745
-257
| -2% | -$14.8K | 0.02% | 153 |
|
|
2018
Q4 | $741K | Sell |
15,002
-874
| -6% | -$43.2K | 0.02% | 150 |
|
|
2018
Q3 | $958K | Sell |
15,876
-1,231
| -7% | -$74.3K | 0.02% | 149 |
|
|
2018
Q2 | $972K | Buy |
17,107
+6,033
| +54% | +$343K | 0.02% | 143 |
|
|
2018
Q1 | $690K | Buy |
11,074
+1,389
| +14% | +$86.5K | 0.02% | 153 |
|
|
2017
Q4 | $692K | Sell |
9,685
-358
| -4% | -$25.6K | 0.01% | 156 |
|
|
2017
Q3 | $637K | Sell |
10,043
-3,296
| -25% | -$209K | 0.01% | 162 |
|
|
2017
Q2 | $993K | Sell |
13,339
-2,132
| -14% | -$159K | 0.02% | 151 |
|
|
2017
Q1 | $1.11M | Sell |
15,471
-1,450
| -9% | -$104K | 0.03% | 149 |
|
|
2016
Q4 | $1.14M | Buy |
16,921
+223
| +1% | +$15.1K | 0.03% | 147 |
|
|
2016
Q3 | $1.06M | Sell |
16,698
-3,553
| -18% | -$225K | 0.03% | 152 |
|
|
2016
Q2 | $1.4M | Buy |
20,251
+1,099
| +6% | +$75.8K | 0.04% | 148 |
|
|
2016
Q1 | $1.2M | Buy |
+19,152
| New | +$1.2M | 0.03% | 151 |
|