LWM
Lyons Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,858
| Closed | -$277K | – | 43 |
|
|
2018
Q2 | $277K | Sell |
4,858
-178
| -4% | -$10.1K | 0.4% | 36 |
|
|
2018
Q1 | $313K | Buy |
5,036
+681
| +16% | +$42.3K | 0.48% | 38 |
|
|
2017
Q4 | $311K | Sell |
4,355
-142
| -3% | -$10.1K | 0.51% | 38 |
|
|
2017
Q3 | $275K | Sell |
4,497
-157
| -3% | -$9.6K | 0.41% | 40 |
|
|
2017
Q2 | $347K | Buy |
4,654
+873
| +23% | +$65.1K | 0.49% | 41 |
|
|
2017
Q1 | $270K | Buy |
3,781
+25
| +0.7% | +$1.79K | 0.28% | 35 |
|
|
2016
Q4 | $254K | Hold |
3,756
| – | – | 0.35% | 38 |
|
|
2016
Q3 | $237K | Sell |
3,756
-379
| -9% | -$23.9K | 0.33% | 38 |
|
|
2016
Q2 | $286K | Sell |
4,135
-13,274
| -76% | -$918K | 0.43% | 36 |
|
|
2016
Q1 | $1.09M | Buy |
17,409
+13,503
| +346% | +$844K | 1.56% | 7 |
|
|
2015
Q4 | $227K | Buy |
+3,906
| New | +$227K | 0.29% | 46 |
|
|
2015
Q3 | – | Sell |
-7,115
| Closed | -$348K | – | 58 |
|
|
2015
Q2 | $348K | Hold |
7,115
| – | – | 0.4% | 42 |
|
|
2015
Q1 | $356K | Hold |
7,115
| – | – | 0.39% | 41 |
|
|
2014
Q4 | $350K | Sell |
7,115
-3,207
| -31% | -$158K | 0.37% | 42 |
|
|
2014
Q3 | $629K | Sell |
10,322
-2,921
| -22% | -$178K | 0.67% | 37 |
|
|
2014
Q2 | $836K | Buy |
13,243
+6,128
| +86% | +$387K | 0.75% | 39 |
|
|
2014
Q1 | $266K | Sell |
7,115
-15,189
| -68% | -$568K | 0.23% | 50 |
|
|
2013
Q4 | $855K | Buy |
22,304
+14,689
| +193% | +$563K | 0.8% | 13 |
|
|
2013
Q3 | $262K | Buy |
7,615
+400
| +6% | +$13.8K | 0.24% | 41 |
|
|
2013
Q2 | $252K | Buy |
+7,215
| New | +$252K | 0.26% | 50 |
|