J.P. Morgan Private Wealth Advisors’s Altria Group MO Stock Holding History

J.P. Morgan Private Wealth Advisors’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 Q3	$13.4M	Sell	317,871 -8,686	-3%	-$365K	0.04%	327
2023 Q2	$14.8M	Sell	326,557 -11,935	-4%	-$541K	0.08%	186
2023 Q1	$15.1M	Buy	338,492 +12,624	+4%	+$563K	0.03%	350
2022 Q4	$14.9M	Buy	325,868 +13,192	+4%	+$603K	0.03%	349
2022 Q3	$12.6M	Buy	312,676 +10,279	+3%	+$415K	0.03%	349
2022 Q2	$12.6M	Buy	302,397 +7,605	+3%	+$318K	0.03%	359
2022 Q1	$15.4M	Buy	294,792 +10,952	+4%	+$572K	0.03%	361
2021 Q4	$13.5M	Sell	283,840 -111,127	-28%	-$5.27M	0.03%	382
2021 Q3	$18M	Sell	394,967 -979	-0.2%	-$44.6K	0.04%	326
2021 Q2	$18.9M	Buy	395,946 +116,062	+41%	+$5.53M	0.05%	317
2021 Q1	$14.3M	Sell	279,884 -51,654	-16%	-$2.64M	0.05%	328
2020 Q4	$13.6M	Buy	331,538 +7,220	+2%	+$296K	0.04%	325
2020 Q3	$12.5M	Buy	324,318 +11,175	+4%	+$432K	0.05%	291
2020 Q2	$12.3M	Sell	313,143 -16,077	-5%	-$631K	0.06%	258
2020 Q1	$12.7M	Buy	329,220 +30,204	+10%	+$1.17M	0.07%	225
2019 Q4	$14.9M	Sell	299,016 -29,895	-9%	-$1.49M	0.07%	248
2019 Q3	$13.5M	Buy	328,911 +4,077	+1%	+$167K	0.07%	242
2019 Q2	$15.4M	Sell	324,834 -52,750	-14%	-$2.5M	0.08%	220
2019 Q1	$21.7M	Sell	377,584 -31,999	-8%	-$1.84M	0.11%	182
2018 Q4	$20.2M	Sell	409,583 -49,975	-11%	-$2.47M	0.12%	170
2018 Q3	$27.7M	Buy	459,558 +28,680	+7%	+$1.73M	0.14%	162
2018 Q2	$24.5M	Buy	430,878 +46,919	+12%	+$2.66M	0.14%	162
2018 Q1	$23.9M	Buy	383,959 +9,482	+3%	+$591K	0.16%	138
2017 Q4	$26.7M	Sell	374,477 -49,555	-12%	-$3.54M	0.18%	131
2017 Q3	$26.9M	Buy	424,032 +14,772	+4%	+$937K	0.19%	125
2017 Q2	$30.5M	Sell	409,260 -14,245	-3%	-$1.06M	0.23%	106
2017 Q1	$30.2M	Buy	423,505 +39,070	+10%	+$2.79M	0.23%	103
2016 Q4	$26M	Buy	384,435 +13,022	+4%	+$881K	0.23%	105
2016 Q3	$23.5M	Buy	371,413 +2,471	+0.7%	+$156K	0.22%	113
2016 Q2	$25.4M	Sell	368,942 -52,178	-12%	-$3.6M	0.25%	105
2016 Q1	$26.4M	Buy	421,120 +49,626	+13%	+$3.11M	0.25%	100
2015 Q4	$21.6M	Buy	371,494 +115,078	+45%	+$6.7M	0.22%	114
2015 Q3	$14M	Sell	256,416 -32,432	-11%	-$1.76M	0.18%	130
2015 Q2	$14.1M	Buy	288,848 +32,360	+13%	+$1.58M	0.16%	149
2015 Q1	$12.8M	Sell	256,488 -1,032	-0.4%	-$51.6K	0.15%	150
2014 Q4	$12.7M	Buy	257,520 +9,583	+4%	+$472K	0.15%	148
2014 Q3	$11.4M	Buy	247,937 +30,521	+14%	+$1.4M	0.15%	157
2014 Q2	$9.12M	Buy	217,416 +12,920	+6%	+$542K	0.15%	144
2014 Q1	$7.65M	Buy	204,496 +5,297	+3%	+$198K	0.14%	167
2013 Q4	$7.65M	Buy	199,199 +19,962	+11%	+$766K	0.15%	152
2013 Q3	$6.16M	Buy	179,237 +23,064	+15%	+$792K	0.14%	160
2013 Q2	$5.46M	Buy	+156,173	New	+$5.46M	0.13%	159