Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-13,105
| Closed | -$647K | – | 117 |
|
|
2018
Q4 | $647K | Sell |
13,105
-1,716
| -12% | -$84.7K | 0.31% | 79 |
|
|
2018
Q3 | $894K | Sell |
14,821
-263
| -2% | -$15.9K | 0.4% | 73 |
|
|
2018
Q2 | $857K | Sell |
15,084
-84
| -0.6% | -$4.77K | 0.42% | 74 |
|
|
2018
Q1 | $945K | Sell |
15,168
-1,013
| -6% | -$63.1K | 0.5% | 67 |
|
|
2017
Q4 | $1.16M | Sell |
16,181
-487
| -3% | -$34.8K | 0.63% | 61 |
|
|
2017
Q3 | $1.06M | Sell |
16,668
-235
| -1% | -$14.9K | 0.59% | 63 |
|
|
2017
Q2 | $1.26M | Sell |
16,903
-332
| -2% | -$24.7K | 0.76% | 55 |
|
|
2017
Q1 | $1.23M | Sell |
17,235
-370
| -2% | -$26.4K | 0.82% | 53 |
|
|
2016
Q4 | $1.19M | Buy |
+17,605
| New | +$1.19M | 0.95% | 43 |
|