Mariner Independent Advisor Network’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.93M | Buy |
47,687
+6,424
| +16% | +$259K | 0.08% | 242 |
|
|
2022
Q2 | $1.72M | Buy |
41,263
+16,218
| +65% | +$678K | 0.07% | 276 |
|
|
2022
Q1 | $1.31M | Buy |
25,045
+5,217
| +26% | +$273K | 0.05% | 324 |
|
|
2021
Q4 | $944K | Sell |
19,828
-755
| -4% | -$35.9K | 0.04% | 336 |
|
|
2021
Q3 | $956K | Buy |
20,583
+875
| +4% | +$40.6K | 0.05% | 332 |
|
|
2021
Q2 | $940K | Buy |
19,708
+3,091
| +19% | +$147K | 0.04% | 345 |
|
|
2021
Q1 | $850K | Sell |
16,617
-2,623
| -14% | -$134K | 0.04% | 319 |
|
|
2020
Q4 | $789K | Sell |
19,240
-1,238
| -6% | -$50.8K | 0.04% | 315 |
|
|
2020
Q3 | $791K | Sell |
20,478
-1,400
| -6% | -$54.1K | 0.07% | 234 |
|
|
2020
Q2 | $863K | Sell |
21,878
-8,302
| -28% | -$327K | 0.08% | 225 |
|
|
2020
Q1 | $1.15M | Sell |
30,180
-1,949
| -6% | -$74.2K | 0.1% | 189 |
|
|
2019
Q4 | $1.6M | Buy |
32,129
+10,314
| +47% | +$514K | 0.12% | 198 |
|
|
2019
Q3 | $897K | Buy |
21,815
+1,854
| +9% | +$76.2K | 0.07% | 257 |
|
|
2019
Q2 | $952K | Sell |
19,961
-1,434
| -7% | -$68.4K | 0.07% | 243 |
|
|
2019
Q1 | $1.23M | Sell |
21,395
-6,387
| -23% | -$367K | 0.1% | 207 |
|
|
2018
Q4 | $1.36M | Buy |
27,782
+13,414
| +93% | +$657K | 0.12% | 182 |
|
|
2018
Q3 | $866K | Buy |
+14,368
| New | +$866K | 0.11% | 155 |
|
|
2018
Q2 | – | Sell |
-31,609
| Closed | -$1.97M | – | 258 |
|
|
2018
Q1 | $1.97M | Buy |
31,609
+18,281
| +137% | +$1.14M | 0.12% | 141 |
|
|
2017
Q4 | $937K | Buy |
+13,328
| New | +$937K | 0.1% | 187 |
|
|
2017
Q2 | – | Sell |
-3,072
| Closed | -$219K | – | 282 |
|
|
2017
Q1 | $219K | Sell |
3,072
-22,954
| -88% | -$1.64M | 0.03% | 241 |
|
|
2016
Q4 | $1.76M | Buy |
+26,026
| New | +$1.76M | 0.29% | 79 |
|
|
2016
Q3 | – | Sell |
-24,634
| Closed | -$1.7M | – | 182 |
|
|
2016
Q2 | $1.7M | Buy |
+24,634
| New | +$1.7M | 0.32% | 76 |
|
|
2014
Q4 | – | Sell |
-6,939
| Closed | -$319K | – | 176 |
|
|
2014
Q3 | $319K | Buy |
6,939
+2,086
| +43% | +$95.8K | 0.17% | 83 |
|
|
2014
Q2 | $204K | Buy |
+4,853
| New | +$204K | 0.1% | 128 |
|