IWA
Intercontinental Wealth Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.69M | Buy |
37,205
+842
| +2% | +$38.1K | 0.4% | 43 |
|
|
2023
Q1 | $1.62M | Sell |
36,363
-123
| -0.3% | -$5.49K | 0.41% | 46 |
|
|
2022
Q4 | $1.67M | Sell |
36,486
-270
| -0.7% | -$12.3K | 0.5% | 32 |
|
|
2022
Q3 | $1.48M | Buy |
36,756
+2,315
| +7% | +$93.5K | 0.47% | 40 |
|
|
2022
Q2 | $1.44M | Buy |
34,441
+998
| +3% | +$41.7K | 0.39% | 48 |
|
|
2022
Q1 | $1.75M | Sell |
33,443
-400
| -1% | -$20.9K | 0.4% | 42 |
|
|
2021
Q4 | $1.6M | Buy |
33,843
+4,366
| +15% | +$207K | 0.34% | 52 |
|
|
2021
Q3 | $1.34M | Buy |
29,477
+870
| +3% | +$39.6K | 0.31% | 55 |
|
|
2021
Q2 | $1.36M | Sell |
28,607
-211
| -0.7% | -$10.1K | 0.27% | 63 |
|
|
2021
Q1 | $1.47M | Buy |
28,818
+102
| +0.4% | +$5.22K | 0.32% | 55 |
|
|
2020
Q4 | $1.18M | Sell |
28,716
-3,642
| -11% | -$149K | 0.28% | 71 |
|
|
2020
Q3 | $1.25M | Buy |
32,358
+1,272
| +4% | +$49.1K | 0.37% | 53 |
|
|
2020
Q2 | $1.22M | Buy |
31,086
+377
| +1% | +$14.8K | 0.4% | 49 |
|
|
2020
Q1 | $1.19M | Buy |
30,709
+14,854
| +94% | +$575K | 0.63% | 34 |
|
|
2019
Q4 | $734K | Sell |
15,855
-16,052
| -50% | -$743K | 0.61% | 32 |
|
|
2019
Q3 | $1.31M | Buy |
31,907
+2,419
| +8% | +$98.9K | 0.8% | 29 |
|
|
2019
Q2 | $1.4M | Sell |
29,488
-2,472
| -8% | -$117K | 0.72% | 27 |
|
|
2019
Q1 | $1.84M | Sell |
31,960
-747
| -2% | -$42.9K | 0.91% | 20 |
|
|
2018
Q4 | $1.62M | Sell |
32,707
-4,078
| -11% | -$201K | 0.9% | 22 |
|
|
2018
Q3 | $2.22M | Sell |
36,785
-1,559
| -4% | -$94K | 1.11% | 17 |
|
|
2018
Q2 | $2.18M | Sell |
38,344
-695
| -2% | -$39.5K | 1.21% | 15 |
|
|
2018
Q1 | $2.43M | Sell |
39,039
-7,382
| -16% | -$460K | 1.41% | 11 |
|
|
2017
Q4 | $3.32M | Sell |
46,421
-4,580
| -9% | -$327K | 1.86% | 10 |
|
|
2017
Q3 | $3.23M | Sell |
51,001
-1,792
| -3% | -$114K | 1.97% | 10 |
|
|
2017
Q2 | $3.93M | Sell |
52,793
-8,194
| -13% | -$610K | 2.53% | 6 |
|
|
2017
Q1 | $4.36M | Buy |
60,987
+74
| +0.1% | +$5.29K | 2.61% | 7 |
|
|
2016
Q4 | $4.12M | Sell |
60,913
-1,316
| -2% | -$89K | 2.66% | 7 |
|
|
2016
Q3 | $3.94M | Sell |
62,229
-2,784
| -4% | -$176K | 2.8% | 6 |
|
|
2016
Q2 | $4.48M | Sell |
65,013
-3,635
| -5% | -$251K | 3.3% | 5 |
|
|
2016
Q1 | $4.3M | Sell |
68,648
-15,314
| -18% | -$960K | 3.24% | 6 |
|
|
2015
Q4 | $4.89M | Buy |
+83,962
| New | +$4.89M | 3.36% | 5 |
|