Lowe Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-200
| Closed | -$9K | – | 329 |
|
2021
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 199 |
|
2021
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 194 |
|
2021
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 184 |
|
2021
Q1 | $10K | Hold |
200
| – | – | 0.01% | 179 |
|
2020
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 183 |
|
2020
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 177 |
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 168 |
|
2020
Q1 | $8K | Hold |
200
| – | – | 0.01% | 164 |
|
2019
Q4 | $10K | Hold |
200
| – | – | 0.01% | 166 |
|
2019
Q3 | $8K | Sell |
200
-50
| -20% | -$2K | ﹤0.01% | 171 |
|
2019
Q2 | $12K | Hold |
250
| – | – | 0.01% | 153 |
|
2019
Q1 | $14K | Hold |
250
| – | – | 0.01% | 124 |
|
2018
Q4 | $12K | Hold |
250
| – | – | 0.01% | 127 |
|
2018
Q3 | $15K | Hold |
250
| – | – | 0.01% | 125 |
|
2018
Q2 | $14K | Hold |
250
| – | – | 0.01% | 124 |
|
2018
Q1 | $16K | Hold |
250
| – | – | 0.01% | 123 |
|
2017
Q4 | $18K | Sell |
250
-150
| -38% | -$10.8K | 0.01% | 122 |
|
2017
Q3 | $25K | Buy |
400
+150
| +60% | +$9.38K | 0.02% | 101 |
|
2017
Q2 | $19K | Hold |
250
| – | – | 0.01% | 103 |
|
2017
Q1 | $18K | Hold |
250
| – | – | 0.01% | 105 |
|
2016
Q4 | $17K | Hold |
250
| – | – | 0.01% | 107 |
|
2016
Q3 | $16K | Hold |
250
| – | – | 0.01% | 114 |
|
2016
Q2 | $17K | Hold |
250
| – | – | 0.01% | 106 |
|
2016
Q1 | $16K | Hold |
250
| – | – | 0.01% | 108 |
|
2015
Q4 | $15K | Hold |
250
| – | – | 0.01% | 106 |
|
2015
Q3 | $14K | Sell |
250
-2,650
| -91% | -$148K | 0.01% | 106 |
|
2015
Q2 | $142K | Hold |
2,900
| – | – | 0.1% | 40 |
|
2015
Q1 | $145K | Buy |
2,900
+300
| +12% | +$15K | 0.1% | 36 |
|
2014
Q4 | $128K | Buy |
+2,600
| New | +$128K | 0.09% | 40 |
|