MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,317
| Closed | -$60.2K | – | 422 |
|
|
2022
Q4 | $60.2K | Buy |
+1,317
| New | +$60.2K | 0.02% | 168 |
|
|
2020
Q2 | – | Sell |
-5,017
| Closed | -$205K | – | 96 |
|
|
2020
Q1 | $205K | Buy |
+5,017
| New | +$205K | 0.18% | 77 |
|
|
2018
Q4 | – | Sell |
-651
| Closed | -$39K | – | 339 |
|
|
2018
Q3 | $39K | Hold |
651
| – | – | 0.03% | 142 |
|
|
2018
Q2 | $36K | Sell |
651
-4
| -0.6% | -$221 | 0.03% | 136 |
|
|
2018
Q1 | $40K | Hold |
655
| – | – | 0.03% | 127 |
|
|
2017
Q4 | $46K | Hold |
655
| – | – | 0.04% | 119 |
|
|
2017
Q3 | $41K | Buy |
655
+136
| +26% | +$8.51K | 0.03% | 117 |
|
|
2017
Q2 | $38K | Buy |
519
+4
| +0.8% | +$293 | 0.03% | 116 |
|
|
2017
Q1 | $36K | Hold |
515
| – | – | 0.03% | 123 |
|
|
2016
Q4 | $34K | Sell |
515
-3,025
| -85% | -$200K | 0.03% | 133 |
|
|
2016
Q3 | $223K | Buy |
3,540
+1,412
| +66% | +$88.9K | 0.21% | 34 |
|
|
2016
Q2 | $146K | Hold |
2,128
| – | – | 0.14% | 48 |
|
|
2016
Q1 | $133K | Sell |
2,128
-895
| -30% | -$55.9K | 0.13% | 50 |
|
|
2015
Q4 | $154K | Buy |
+3,023
| New | +$154K | 0.14% | 43 |
|