Mariner Wealth Advisors (Cincinnati)’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.08M | Buy |
17,977
+345
| +2% | +$20.8K | 0.06% | 136 |
|
|
2018
Q2 | $1M | Sell |
17,632
-1,050
| -6% | -$59.6K | 0.06% | 135 |
|
|
2018
Q1 | $1.16M | Buy |
18,682
+584
| +3% | +$36.4K | 0.07% | 121 |
|
|
2017
Q4 | $1.29M | Sell |
18,098
-707
| -4% | -$50.5K | 0.08% | 110 |
|
|
2017
Q3 | $1.19M | Sell |
18,805
-1,772
| -9% | -$112K | 0.08% | 117 |
|
|
2017
Q2 | $1.53M | Sell |
20,577
-2,286
| -10% | -$170K | 0.11% | 105 |
|
|
2017
Q1 | $1.63M | Buy |
22,863
+7,149
| +45% | +$511K | 0.12% | 100 |
|
|
2016
Q4 | $1.06M | Sell |
15,714
-1,375
| -8% | -$93K | 0.08% | 119 |
|
|
2016
Q3 | $1.08M | Sell |
17,089
-1,005
| -6% | -$63.6K | 0.09% | 115 |
|
|
2016
Q2 | $1.25M | Buy |
18,094
+1,987
| +12% | +$137K | 0.11% | 107 |
|
|
2016
Q1 | $1.01M | Sell |
16,107
-573
| -3% | -$35.9K | 0.1% | 107 |
|
|
2015
Q4 | $971K | Buy |
+16,680
| New | +$971K | 0.09% | 110 |
|
|
2015
Q1 | $1.02M | Sell |
20,297
-340
| -2% | -$17K | 0.14% | 76 |
|
|
2014
Q4 | $1.02M | Buy |
20,637
+1,556
| +8% | +$76.7K | 0.15% | 76 |
|
|
2014
Q3 | $877K | Buy |
19,081
+1,310
| +7% | +$60.2K | 0.14% | 72 |
|
|
2014
Q2 | $745K | Sell |
17,771
-1,748
| -9% | -$73.3K | 0.12% | 73 |
|
|
2014
Q1 | $731K | Buy |
19,519
+3
| +0% | +$112 | 0.12% | 74 |
|
|
2013
Q4 | $749K | Buy |
19,516
+8,762
| +81% | +$336K | 0.12% | 77 |
|
|
2013
Q3 | $369K | Sell |
10,754
-698
| -6% | -$24K | 0.07% | 92 |
|
|
2013
Q2 | $401K | Buy |
+11,452
| New | +$401K | 0.08% | 86 |
|