Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $184K | Buy |
3,965
+198
| +5% | +$9.21K | 0.04% | 193 |
|
|
2024
Q1 | $168K | Buy |
3,767
+247
| +7% | +$11K | 0.04% | 207 |
|
|
2023
Q4 | $145K | Buy |
3,520
+18
| +0.5% | +$744 | 0.04% | 213 |
|
|
2023
Q3 | $151K | Sell |
3,502
-82
| -2% | -$3.53K | 0.04% | 184 |
|
|
2023
Q2 | $166K | Sell |
3,584
-44
| -1% | -$2.04K | 0.05% | 152 |
|
|
2023
Q1 | $167K | Buy |
3,628
+78
| +2% | +$3.59K | 0.05% | 137 |
|
|
2022
Q4 | $161K | Buy |
3,550
+35
| +1% | +$1.59K | 0.05% | 148 |
|
|
2022
Q3 | $156K | Hold |
3,515
| – | – | 0.05% | 132 |
|
|
2022
Q2 | $154K | Buy |
3,515
+382
| +12% | +$16.7K | 0.05% | 140 |
|
|
2022
Q1 | $164K | Buy |
3,133
+330
| +12% | +$17.3K | 0.05% | 142 |
|
|
2021
Q4 | $133K | Buy |
2,803
+4
| +0.1% | +$190 | 0.04% | 152 |
|
|
2021
Q3 | $127K | Buy |
2,799
+8
| +0.3% | +$363 | 0.04% | 140 |
|
|
2021
Q2 | $133K | Hold |
2,791
| – | – | 0.05% | 119 |
|
|
2021
Q1 | $143K | Hold |
2,791
| – | – | 0.06% | 98 |
|
|
2020
Q4 | $114K | Hold |
2,791
| – | – | 0.06% | 97 |
|
|
2020
Q3 | $108K | Hold |
2,791
| – | – | 0.06% | 62 |
|
|
2020
Q2 | $110K | Hold |
2,791
| – | – | 0.06% | 52 |
|
|
2020
Q1 | $108K | Hold |
2,791
| – | – | 0.06% | 46 |
|
|
2019
Q4 | $139K | Hold |
2,791
| – | – | 0.06% | 46 |
|
|
2019
Q3 | $114K | Hold |
2,791
| – | – | 0.05% | 52 |
|
|
2019
Q2 | $132K | Hold |
2,791
| – | – | 0.06% | 45 |
|
|
2019
Q1 | $160K | Sell |
2,791
-687
| -20% | -$39.4K | 0.08% | 44 |
|
|
2018
Q4 | $172K | Hold |
3,478
| – | – | 0.09% | 42 |
|
|
2018
Q3 | $210K | Buy |
3,478
+33
| +1% | +$1.99K | 0.11% | 38 |
|
|
2018
Q2 | $196K | Buy |
+3,445
| New | +$196K | 0.1% | 41 |
|
|
2017
Q2 | – | Sell |
-3,702
| Closed | -$264K | – | 37 |
|
|
2017
Q1 | $264K | Buy |
3,702
+29
| +0.8% | +$2.07K | 0.15% | 26 |
|
|
2016
Q4 | $248K | Buy |
+3,673
| New | +$248K | 0.11% | 25 |
|