Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,751
| Closed | -$248K | – | 191 |
|
|
2022
Q1 | $248K | Sell |
4,751
-116
| -2% | -$6.06K | 0.02% | 182 |
|
|
2021
Q4 | $231K | Sell |
4,867
-7,306
| -60% | -$347K | 0.02% | 195 |
|
|
2021
Q3 | $554K | Buy |
12,173
+25
| +0.2% | +$1.14K | 0.05% | 132 |
|
|
2021
Q2 | $579K | Buy |
12,148
+4,336
| +56% | +$207K | 0.05% | 149 |
|
|
2021
Q1 | $400K | Buy |
+7,812
| New | +$400K | 0.05% | 142 |
|
|
2019
Q1 | – | Sell |
-6,873
| Closed | -$346K | – | 217 |
|
|
2018
Q4 | $346K | Sell |
6,873
-411
| -6% | -$20.7K | 0.07% | 108 |
|
|
2018
Q3 | $439K | Sell |
7,284
-41
| -0.6% | -$2.47K | 0.09% | 118 |
|
|
2018
Q2 | $416K | Sell |
7,325
-851
| -10% | -$48.3K | 0.1% | 120 |
|
|
2018
Q1 | $509K | Sell |
8,176
-103
| -1% | -$6.41K | 0.13% | 121 |
|
|
2017
Q4 | $591K | Buy |
8,279
+1,411
| +21% | +$101K | 0.14% | 108 |
|
|
2017
Q3 | $436K | Buy |
+6,868
| New | +$436K | 0.1% | 112 |
|