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