Doyle Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $468K | Buy |
11,591
+208
| +2% | +$8.4K | 0.04% | 134 |
|
|
2022
Q2 | $475K | Sell |
11,383
-39
| -0.3% | -$1.63K | 0.04% | 138 |
|
|
2022
Q1 | $597K | Buy |
11,422
+1,935
| +20% | +$101K | 0.04% | 141 |
|
|
2021
Q4 | $450K | Sell |
9,487
-898
| -9% | -$42.6K | 0.03% | 152 |
|
|
2021
Q3 | $473K | Buy |
10,385
+673
| +7% | +$30.7K | 0.04% | 144 |
|
|
2021
Q2 | $463K | Sell |
9,712
-94
| -1% | -$4.48K | 0.04% | 145 |
|
|
2021
Q1 | $502K | Sell |
9,806
-2,340
| -19% | -$120K | 0.05% | 138 |
|
|
2020
Q4 | $498K | Sell |
12,146
-2,738
| -18% | -$112K | 0.05% | 137 |
|
|
2020
Q3 | $575K | Buy |
14,884
+1,612
| +12% | +$62.3K | 0.07% | 118 |
|
|
2020
Q2 | $521K | Sell |
13,272
-1,213
| -8% | -$47.6K | 0.07% | 114 |
|
|
2020
Q1 | $560K | Buy |
14,485
+227
| +2% | +$8.78K | 0.09% | 95 |
|
|
2019
Q4 | $712K | Buy |
14,258
+136
| +1% | +$6.79K | 0.09% | 99 |
|
|
2019
Q3 | $578K | Buy |
14,122
+25
| +0.2% | +$1.02K | 0.08% | 109 |
|
|
2019
Q2 | $667K | Sell |
14,097
-2,142
| -13% | -$101K | 0.09% | 94 |
|
|
2019
Q1 | $846K | Buy |
16,239
+2,742
| +20% | +$143K | 0.12% | 80 |
|
|
2018
Q4 | $667K | Buy |
13,497
+3,783
| +39% | +$187K | 0.11% | 82 |
|
|
2018
Q3 | $586K | Buy |
9,714
+263
| +3% | +$15.9K | 0.09% | 98 |
|
|
2018
Q2 | $537K | Buy |
9,451
+198
| +2% | +$11.3K | 0.09% | 101 |
|
|
2018
Q1 | $577K | Sell |
9,253
-3,361
| -27% | -$210K | 0.1% | 90 |
|
|
2017
Q4 | $901K | Buy |
12,614
+2,288
| +22% | +$163K | 0.15% | 70 |
|
|
2017
Q3 | $655K | Buy |
10,326
+3,346
| +48% | +$212K | 0.11% | 78 |
|
|
2017
Q2 | $520K | Buy |
6,980
+205
| +3% | +$15.3K | 0.1% | 85 |
|
|
2017
Q1 | $484K | Buy |
+6,775
| New | +$484K | 0.1% | 82 |
|