Linscomb Wealth’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Sell |
13,493
-89
| -0.7% | -$5.22K | 0.04% | 196 |
|
|
2025
Q1 | $815K | Buy |
13,582
+8,218
| +153% | +$493K | 0.04% | 188 |
|
|
2024
Q4 | $280K | Sell |
5,364
-348
| -6% | -$18.2K | 0.01% | 257 |
|
|
2024
Q3 | $292K | Sell |
5,712
-868
| -13% | -$44.3K | 0.01% | 253 |
|
|
2024
Q2 | $300K | Sell |
6,580
-1,074
| -14% | -$48.9K | 0.02% | 242 |
|
|
2024
Q1 | $334K | Sell |
7,654
-1,327
| -15% | -$57.9K | 0.02% | 235 |
|
|
2023
Q4 | $362K | Buy |
8,981
+31
| +0.3% | +$1.25K | 0.02% | 229 |
|
|
2023
Q3 | $376K | Sell |
8,950
-679
| -7% | -$28.6K | 0.02% | 222 |
|
|
2023
Q2 | $436K | Sell |
9,629
-600
| -6% | -$27.2K | 0.02% | 220 |
|
|
2023
Q1 | $456K | Sell |
10,229
-5,137
| -33% | -$229K | 0.02% | 218 |
|
|
2022
Q4 | $702K | Buy |
15,366
+5,504
| +56% | +$252K | 0.04% | 201 |
|
|
2022
Q3 | $398K | Buy |
9,862
+1,064
| +12% | +$42.9K | 0.02% | 216 |
|
|
2022
Q2 | $367K | Sell |
8,798
-2,201
| -20% | -$91.8K | 0.02% | 223 |
|
|
2022
Q1 | $574K | Buy |
10,999
+178
| +2% | +$9.29K | 0.03% | 221 |
|
|
2021
Q4 | $513K | Buy |
10,821
+275
| +3% | +$13K | 0.02% | 224 |
|
|
2021
Q3 | $480K | Buy |
10,546
+478
| +5% | +$21.8K | 0.02% | 222 |
|
|
2021
Q2 | $480K | Buy |
10,068
+509
| +5% | +$24.3K | 0.02% | 220 |
|
|
2021
Q1 | $489K | Buy |
9,559
+470
| +5% | +$24K | 0.03% | 209 |
|
|
2020
Q4 | $373K | Sell |
9,089
-917
| -9% | -$37.6K | 0.02% | 223 |
|
|
2020
Q3 | $387K | Sell |
10,006
-495
| -5% | -$19.1K | 0.03% | 210 |
|
|
2020
Q2 | $412K | Buy |
10,501
+262
| +3% | +$10.3K | 0.03% | 210 |
|
|
2020
Q1 | $396K | Buy |
10,239
+1,288
| +14% | +$49.8K | 0.04% | 295 |
|
|
2019
Q4 | $447K | Sell |
8,951
-1,639
| -15% | -$81.8K | 0.03% | 331 |
|
|
2019
Q3 | $433K | Sell |
10,590
-2,492
| -19% | -$102K | 0.03% | 206 |
|
|
2019
Q2 | $619K | Sell |
13,082
-15
| -0.1% | -$710 | 0.05% | 161 |
|
|
2019
Q1 | $752K | Sell |
13,097
-4,786
| -27% | -$275K | 0.06% | 142 |
|
|
2018
Q4 | $883K | Buy |
17,883
+1,755
| +11% | +$86.7K | 0.08% | 122 |
|
|
2018
Q3 | $973K | Buy |
16,128
+300
| +2% | +$18.1K | 0.08% | 122 |
|
|
2018
Q2 | $899K | Sell |
15,828
-3,517
| -18% | -$200K | 0.08% | 122 |
|
|
2018
Q1 | $1.21M | Sell |
19,345
-895
| -4% | -$55.8K | 0.1% | 99 |
|
|
2017
Q4 | $1.45M | Buy |
20,240
+2,250
| +13% | +$161K | 0.12% | 97 |
|
|
2017
Q3 | $1.14M | Sell |
17,990
-647
| -3% | -$41K | 0.1% | 101 |
|
|
2017
Q2 | $1.39M | Sell |
18,637
-623
| -3% | -$46.4K | 0.12% | 94 |
|
|
2017
Q1 | $1.38M | Sell |
19,260
-262
| -1% | -$18.7K | 0.12% | 91 |
|
|
2016
Q4 | $1.32M | Sell |
19,522
-68
| -0.3% | -$4.6K | 0.12% | 92 |
|
|
2016
Q3 | $1.24M | Sell |
19,590
-114
| -0.6% | -$7.21K | 0.12% | 93 |
|
|
2016
Q2 | $1.36M | Sell |
19,704
-651
| -3% | -$44.9K | 0.14% | 86 |
|
|
2016
Q1 | $1.28M | Sell |
20,355
-2,357
| -10% | -$148K | 0.14% | 89 |
|
|
2015
Q4 | $1.32M | Sell |
22,712
-370
| -2% | -$21.5K | 0.15% | 90 |
|
|
2015
Q3 | $1.26M | Buy |
23,082
+471
| +2% | +$25.6K | 0.15% | 91 |
|
|
2015
Q2 | $1.11M | Sell |
22,611
-1,890
| -8% | -$92.4K | 0.12% | 103 |
|
|
2015
Q1 | $1.23M | Sell |
24,501
-33
| -0.1% | -$1.65K | 0.13% | 102 |
|
|
2014
Q4 | $1.21M | Buy |
24,534
+48
| +0.2% | +$2.37K | 0.13% | 102 |
|
|
2014
Q3 | $1.13M | Buy |
24,486
+1,337
| +6% | +$61.4K | 0.12% | 104 |
|
|
2014
Q2 | $971K | Sell |
23,149
-35
| -0.2% | -$1.47K | 0.1% | 114 |
|
|
2014
Q1 | $868K | Buy |
23,184
+7,065
| +44% | +$265K | 0.1% | 119 |
|
|
2013
Q4 | $619K | Buy |
16,119
+11
| +0.1% | +$422 | 0.08% | 132 |
|
|
2013
Q3 | $553K | Buy |
16,108
+109
| +0.7% | +$3.74K | 0.07% | 134 |
|
|
2013
Q2 | $560K | Buy |
+15,999
| New | +$560K | 0.08% | 130 |
|