Laurel Wealth Advisors (California)’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.55M | Buy |
33,979
+1,640
| +5% | +$75K | 0.15% | 150 |
|
|
2022
Q3 | $1.31M | Sell |
32,339
-851
| -3% | -$34.4K | 0.14% | 162 |
|
|
2022
Q2 | $1.39M | Sell |
33,190
-8,837
| -21% | -$369K | 0.14% | 159 |
|
|
2022
Q1 | $2.2M | Sell |
42,027
-1,416
| -3% | -$74K | 0.18% | 119 |
|
|
2021
Q4 | $2.06M | Buy |
43,443
+1,078
| +3% | +$51.1K | 0.16% | 134 |
|
|
2021
Q3 | $1.93M | Sell |
42,365
-1,546
| -4% | -$70.4K | 0.35% | 56 |
|
|
2021
Q2 | $2.09M | Sell |
43,911
-331
| -0.7% | -$15.8K | 0.27% | 91 |
|
|
2021
Q1 | $2.26M | Buy |
44,242
+2,919
| +7% | +$149K | 0.34% | 68 |
|
|
2020
Q4 | $1.69M | Sell |
41,323
-1,903
| -4% | -$78K | 0.25% | 94 |
|
|
2020
Q3 | $1.67M | Buy |
43,226
+2,108
| +5% | +$81.4K | 0.28% | 85 |
|
|
2020
Q2 | $1.61M | Buy |
41,118
+1,568
| +4% | +$61.5K | 0.3% | 84 |
|
|
2020
Q1 | $1.53M | Sell |
39,550
-2,102
| -5% | -$81.3K | 0.35% | 72 |
|
|
2019
Q4 | $2.08M | Sell |
41,652
-8,306
| -17% | -$415K | 0.35% | 65 |
|
|
2019
Q3 | $2.04M | Sell |
49,958
-3,997
| -7% | -$163K | 0.35% | 72 |
|
|
2019
Q2 | $2.56M | Sell |
53,955
-994
| -2% | -$47.1K | 0.56% | 42 |
|
|
2019
Q1 | $3.16M | Buy |
54,949
+7,339
| +15% | +$422K | 0.78% | 26 |
|
|
2018
Q4 | $2.35M | Sell |
47,610
-3,385
| -7% | -$167K | 0.69% | 33 |
|
|
2018
Q3 | $3.08M | Buy |
50,995
+1,756
| +4% | +$106K | 0.75% | 27 |
|
|
2018
Q2 | $2.8M | Buy |
49,239
+5,653
| +13% | +$321K | 0.75% | 28 |
|
|
2018
Q1 | $2.72M | Sell |
43,586
-1,866
| -4% | -$116K | 0.84% | 23 |
|
|
2017
Q4 | $3.25M | Buy |
45,452
+5,091
| +13% | +$363K | 0.93% | 20 |
|
|
2017
Q3 | $2.56M | Buy |
40,361
+1,276
| +3% | +$80.9K | 0.86% | 21 |
|
|
2017
Q2 | $2.91M | Sell |
39,085
-777
| -2% | -$57.9K | 1.03% | 18 |
|
|
2017
Q1 | $2.85M | Buy |
39,862
+4,694
| +13% | +$335K | 1.1% | 18 |
|
|
2016
Q4 | $2.38M | Buy |
35,168
+339
| +1% | +$22.9K | 1.05% | 19 |
|
|
2016
Q3 | $2.2M | Sell |
34,829
-178
| -0.5% | -$11.3K | 1.04% | 18 |
|
|
2016
Q2 | $2.41M | Buy |
35,007
+448
| +1% | +$30.9K | 1.16% | 19 |
|
|
2016
Q1 | $2.17M | Buy |
34,559
+44
| +0.1% | +$2.76K | 1.09% | 17 |
|
|
2015
Q4 | $2.01M | Buy |
+34,515
| New | +$2.01M | 1.04% | 17 |
|