Laidlaw 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
Q1 | – | Sell |
-7,658
| Closed | -$309K | – | 211 |
|
|
2023
Q4 | $309K | Hold |
7,658
| – | – | 0.11% | 180 |
|
|
2023
Q3 | $322K | Sell |
7,658
-2,472
| -24% | -$104K | 0.11% | 192 |
|
|
2023
Q2 | $459K | Buy |
10,130
+1,016
| +11% | +$46K | 0.09% | 207 |
|
|
2023
Q1 | $407K | Buy |
9,114
+392
| +4% | +$17.5K | 0.08% | 223 |
|
|
2022
Q4 | $399K | Sell |
8,722
-733
| -8% | -$33.5K | 0.09% | 222 |
|
|
2022
Q3 | $382K | Sell |
9,455
-1,054
| -10% | -$42.6K | 0.09% | 208 |
|
|
2022
Q2 | $439K | Buy |
10,509
+2,473
| +31% | +$103K | 0.09% | 213 |
|
|
2022
Q1 | $420K | Sell |
8,036
-5,875
| -42% | -$307K | 0.07% | 243 |
|
|
2021
Q4 | $659K | Buy |
13,911
+3,542
| +34% | +$168K | 0.11% | 193 |
|
|
2021
Q3 | $472K | Buy |
10,369
+2,344
| +29% | +$107K | 0.12% | 158 |
|
|
2021
Q2 | $383K | Buy |
8,025
+588
| +8% | +$28.1K | 0.1% | 175 |
|
|
2021
Q1 | $380K | Sell |
7,437
-1,406
| -16% | -$71.8K | 0.13% | 147 |
|
|
2020
Q4 | $363K | Buy |
8,843
+1,143
| +15% | +$46.9K | 0.08% | 234 |
|
|
2020
Q3 | $298K | Sell |
7,700
-245
| -3% | -$9.48K | 0.13% | 153 |
|
|
2020
Q2 | $312K | Sell |
7,945
-958
| -11% | -$37.6K | 0.16% | 127 |
|
|
2020
Q1 | $344K | Sell |
8,903
-773
| -8% | -$29.9K | 0.23% | 104 |
|
|
2019
Q4 | $483K | Buy |
+9,676
| New | +$483K | 0.31% | 95 |
|