Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,676
| Closed | -$121K | – | 744 |
|
|
2021
Q3 | $121K | Buy |
2,676
+821
| +44% | +$37.1K | 0.04% | 251 |
|
|
2021
Q2 | $88K | Sell |
1,855
-481
| -21% | -$22.8K | 0.03% | 226 |
|
|
2021
Q1 | $95K | Hold |
2,336
| – | – | 0.05% | 187 |
|
|
2020
Q4 | $95K | Buy |
2,336
+1,002
| +75% | +$40.7K | 0.05% | 185 |
|
|
2020
Q3 | $52K | Buy |
1,334
+46
| +4% | +$1.79K | 0.03% | 226 |
|
|
2020
Q2 | $51K | Sell |
1,288
-311
| -19% | -$12.3K | 0.04% | 219 |
|
|
2020
Q1 | $62K | Sell |
1,599
-111
| -6% | -$4.3K | 0.05% | 190 |
|
|
2019
Q4 | $85K | Sell |
1,710
-22
| -1% | -$1.09K | 0.07% | 179 |
|
|
2019
Q3 | $71K | Sell |
1,732
-878
| -34% | -$36K | 0.07% | 179 |
|
|
2019
Q2 | $124K | Buy |
2,610
+703
| +37% | +$33.4K | 0.11% | 146 |
|
|
2019
Q1 | $109K | Sell |
1,907
-323
| -14% | -$18.5K | 0.08% | 129 |
|
|
2018
Q4 | $110K | Buy |
+2,230
| New | +$110K | 0.08% | 121 |
|