Financial Architects (New Jersey)’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $297K | Buy |
6,563
+116
| +2% | +$5.26K | 0.04% | 263 |
|
|
2023
Q1 | $288K | Sell |
6,447
-152
| -2% | -$6.78K | 0.05% | 264 |
|
|
2022
Q4 | $302K | Buy |
6,599
+23
| +0.3% | +$1.05K | 0.05% | 264 |
|
|
2022
Q3 | $266K | Buy |
6,576
+108
| +2% | +$4.37K | 0.05% | 266 |
|
|
2022
Q2 | $270K | Buy |
6,468
+235
| +4% | +$9.81K | 0.34% | 46 |
|
|
2022
Q1 | $326K | Sell |
6,233
-152
| -2% | -$7.95K | 0.05% | 255 |
|
|
2021
Q4 | $303K | Sell |
6,385
-194
| -3% | -$9.21K | 0.04% | 266 |
|
|
2021
Q3 | $299K | Buy |
6,579
+46
| +0.7% | +$2.09K | 0.04% | 264 |
|
|
2021
Q2 | $311K | Buy |
6,533
+129
| +2% | +$6.14K | 0.04% | 263 |
|
|
2021
Q1 | $328K | Buy |
6,404
+50
| +0.8% | +$2.56K | 0.05% | 249 |
|
|
2020
Q4 | $260K | Sell |
6,354
-288
| -4% | -$11.8K | 0.05% | 245 |
|
|
2020
Q3 | $257K | Buy |
6,642
+489
| +8% | +$18.9K | 0.06% | 220 |
|
|
2020
Q2 | $241K | Sell |
6,153
-848
| -12% | -$33.2K | 0.06% | 215 |
|
|
2020
Q1 | $271K | Sell |
7,001
-418
| -6% | -$16.2K | 0.07% | 175 |
|
|
2019
Q4 | $370K | Sell |
7,419
-2,139
| -22% | -$107K | 0.08% | 174 |
|
|
2019
Q3 | $391K | Sell |
9,558
-2,485
| -21% | -$102K | 0.09% | 160 |
|
|
2019
Q2 | $570K | Sell |
12,043
-21,553
| -64% | -$1.02M | 0.11% | 136 |
|
|
2019
Q1 | $1.93M | Buy |
33,596
+14,812
| +79% | +$850K | 0.33% | 55 |
|
|
2018
Q4 | $928K | Sell |
18,784
-2,705
| -13% | -$134K | 0.18% | 98 |
|
|
2018
Q3 | $1.3M | Sell |
21,489
-2,551
| -11% | -$154K | 0.21% | 85 |
|
|
2018
Q2 | $1.37M | Buy |
24,040
+9,157
| +62% | +$520K | 0.24% | 78 |
|
|
2018
Q1 | $928K | Sell |
14,883
-2,028
| -12% | -$126K | 0.18% | 90 |
|
|
2017
Q4 | $1.21M | Sell |
16,911
-663
| -4% | -$47.4K | 0.2% | 85 |
|
|
2017
Q3 | $1.12M | Buy |
17,574
+2,162
| +14% | +$137K | 0.2% | 91 |
|
|
2017
Q2 | $1.15M | Buy |
15,412
+63
| +0.4% | +$4.69K | 0.21% | 88 |
|
|
2017
Q1 | $1.1M | Buy |
15,349
+1,111
| +8% | +$79.3K | 0.19% | 93 |
|
|
2016
Q4 | $963K | Buy |
14,238
+127
| +0.9% | +$8.59K | 0.23% | 87 |
|
|
2016
Q3 | $892K | Buy |
14,111
+198
| +1% | +$12.5K | 0.24% | 85 |
|
|
2016
Q2 | $960K | Buy |
13,913
+1,469
| +12% | +$101K | 0.27% | 79 |
|
|
2016
Q1 | $780K | Buy |
12,444
+29
| +0.2% | +$1.82K | 0.28% | 78 |
|
|
2015
Q4 | $723K | Sell |
12,415
-70
| -0.6% | -$4.08K | 0.29% | 82 |
|
|
2015
Q3 | $679K | Sell |
12,485
-1,794
| -13% | -$97.6K | 0.29% | 78 |
|
|
2015
Q2 | $698K | Buy |
14,279
+964
| +7% | +$47.1K | 0.25% | 74 |
|
|
2015
Q1 | $666K | Buy |
13,315
+581
| +5% | +$29.1K | 0.26% | 76 |
|
|
2014
Q4 | $627K | Buy |
12,734
+2,185
| +21% | +$108K | 0.27% | 75 |
|
|
2014
Q3 | $485K | Sell |
10,549
-319
| -3% | -$14.7K | 0.24% | 95 |
|
|
2014
Q2 | $456K | Buy |
10,868
+52
| +0.5% | +$2.18K | 0.22% | 96 |
|
|
2014
Q1 | $405K | Sell |
10,816
-3,235
| -23% | -$121K | 0.24% | 98 |
|
|
2013
Q4 | $539K | Buy |
14,051
+849
| +6% | +$32.6K | 0.32% | 78 |
|
|
2013
Q3 | $453K | Buy |
13,202
+2,590
| +24% | +$88.9K | 0.29% | 73 |
|
|
2013
Q2 | $368K | Buy |
+10,612
| New | +$368K | 0.27% | 79 |
|