Personal Capital Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $524K | Sell |
11,454
-358
| -3% | -$16.2K | ﹤0.01% | 295 |
|
|
2022
Q3 | $477K | Buy |
11,812
+505
| +4% | +$22K | ﹤0.01% | 290 |
|
|
2022
Q2 | $472K | Buy |
11,307
+2,139
| +23% | +$111K | ﹤0.01% | 280 |
|
|
2022
Q1 | $479K | Sell |
9,168
-3,258
| -26% | -$166K | ﹤0.01% | 314 |
|
|
2021
Q4 | $588K | Buy |
12,426
+1,152
| +10% | +$52.8K | ﹤0.01% | 312 |
|
|
2021
Q3 | $513K | Sell |
11,274
-435
| -4% | -$21K | ﹤0.01% | 309 |
|
|
2021
Q2 | $558K | Buy |
11,709
+1,780
| +18% | +$87.5K | ﹤0.01% | 297 |
|
|
2021
Q1 | $508K | Sell |
9,929
-3,349
| -25% | -$150K | ﹤0.01% | 303 |
|
|
2020
Q4 | $544K | Buy |
13,278
+5,243
| +65% | +$211K | ﹤0.01% | 289 |
|
|
2020
Q3 | $310K | Buy |
8,035
+918
| +13% | +$38.2K | ﹤0.01% | 325 |
|
|
2020
Q2 | $279K | Sell |
7,117
-3,711
| -34% | -$145K | ﹤0.01% | 301 |
|
|
2020
Q1 | $415K | Buy |
10,828
+1,146
| +12% | +$50.9K | ﹤0.01% | 263 |
|
|
2019
Q4 | $483K | Buy |
9,682
+1,385
| +17% | +$65.3K | ﹤0.01% | 268 |
|
|
2019
Q3 | $339K | Sell |
8,297
-792
| -9% | -$36.4K | ﹤0.01% | 277 |
|
|
2019
Q2 | $430K | Buy |
9,089
+273
| +3% | +$14.3K | ﹤0.01% | 249 |
|
|
2019
Q1 | $506K | Sell |
8,816
-1,512
| -15% | -$77.3K | 0.01% | 233 |
|
|
2018
Q4 | $510K | Buy |
10,328
+1,593
| +18% | +$92.3K | 0.01% | 227 |
|
|
2018
Q3 | $527K | Sell |
8,735
-682
| -7% | -$40.5K | 0.01% | 222 |
|
|
2018
Q2 | $535K | Buy |
9,417
+810
| +9% | +$46.7K | 0.01% | 198 |
|
|
2018
Q1 | $536K | Buy |
8,607
+310
| +4% | +$20.5K | 0.01% | 186 |
|
|
2017
Q4 | $593K | Buy |
8,297
+1,005
| +14% | +$67.3K | 0.01% | 186 |
|
|
2017
Q3 | $462K | Buy |
7,292
+370
| +5% | +$24.7K | 0.01% | 183 |
|
|
2017
Q2 | $516K | Buy |
6,922
+844
| +14% | +$61.7K | 0.01% | 182 |
|
|
2017
Q1 | $443K | Sell |
6,078
-1,077
| -15% | -$77.9K | 0.01% | 163 |
|
|
2016
Q4 | $484K | Buy |
7,155
+2,513
| +54% | +$162K | 0.01% | 147 |
|
|
2016
Q3 | $292K | Sell |
4,642
-1,347
| -22% | -$89.5K | 0.01% | 152 |
|
|
2016
Q2 | $413K | Buy |
5,989
+1,044
| +21% | +$66.9K | 0.02% | 145 |
|
|
2016
Q1 | $310K | Buy |
+4,945
| New | +$299K | 0.01% | 140 |
|
|
2015
Q4 | – | Sell |
-4,575
| Closed | -$249K | – | 161 |
|
|
2015
Q3 | $249K | Buy |
+4,575
| New | +$245K | 0.02% | 138 |
|
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