Private Wealth Advisors (Pennsylvania)’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.35M | Sell |
32,903
-1,354
| -4% | -$55.5K | 0.77% | 30 |
|
|
2020
Q3 | $1.32M | Sell |
34,257
-748
| -2% | -$28.9K | 0.85% | 29 |
|
|
2020
Q2 | $1.37M | Hold |
35,005
| – | – | 0.94% | 26 |
|
|
2020
Q1 | $1.33M | Sell |
35,005
-382
| -1% | -$14.5K | 1.01% | 27 |
|
|
2019
Q4 | $1.78M | Sell |
35,387
-3,819
| -10% | -$192K | 0.95% | 33 |
|
|
2019
Q3 | $1.6M | Sell |
39,206
-3,023
| -7% | -$124K | 0.82% | 36 |
|
|
2019
Q2 | $2M | Buy |
42,229
+1,678
| +4% | +$79.5K | 0.71% | 44 |
|
|
2019
Q1 | $2.33M | Sell |
40,551
-338
| -0.8% | -$19.4K | 0.87% | 37 |
|
|
2018
Q4 | $2.02M | Sell |
40,889
-3,250
| -7% | -$161K | 0.88% | 38 |
|
|
2018
Q3 | $2.66M | Sell |
44,139
-1,196
| -3% | -$72.1K | 0.98% | 34 |
|
|
2018
Q2 | $2.58M | Sell |
45,335
-840
| -2% | -$47.7K | 1.03% | 31 |
|
|
2018
Q1 | $2.88M | Sell |
46,175
-235
| -0.5% | -$14.6K | 1.15% | 27 |
|
|
2017
Q4 | $3.31M | Sell |
46,410
-1,390
| -3% | -$99.3K | 1.28% | 23 |
|
|
2017
Q3 | $3.03M | Sell |
47,800
-600
| -1% | -$38K | 1.24% | 23 |
|
|
2017
Q2 | $3.6M | Sell |
48,400
-530
| -1% | -$39.5K | 1.54% | 19 |
|
|
2017
Q1 | $3.5M | Sell |
48,930
-190
| -0.4% | -$13.6K | 1.57% | 19 |
|
|
2016
Q4 | $3.32M | Sell |
49,120
-4,185
| -8% | -$283K | 1.54% | 20 |
|
|
2016
Q3 | $3.37M | Sell |
53,305
-1,800
| -3% | -$114K | 1.6% | 19 |
|
|
2016
Q2 | $3.8M | Hold |
55,105
| – | – | 1.87% | 16 |
|
|
2016
Q1 | $3.45M | Sell |
55,105
-263
| -0.5% | -$16.5K | 1.84% | 15 |
|
|
2015
Q4 | $3.22M | Sell |
55,368
-1,615
| -3% | -$94K | 1.81% | 16 |
|
|
2015
Q3 | $3.1M | Sell |
56,983
-4,255
| -7% | -$231K | 1.55% | 14 |
|
|
2015
Q2 | $3M | Sell |
61,238
-1,410
| -2% | -$69K | 1.36% | 20 |
|
|
2015
Q1 | $3.13M | Sell |
62,648
-1,985
| -3% | -$99.3K | 1.47% | 18 |
|
|
2014
Q4 | $3.18M | Hold |
64,633
| – | – | 1.54% | 16 |
|
|
2014
Q3 | $2.97M | Buy |
64,633
+575
| +0.9% | +$26.4K | 1.56% | 16 |
|
|
2014
Q2 | $2.69M | Hold |
64,058
| – | – | 1.38% | 19 |
|
|
2014
Q1 | $2.4M | Sell |
64,058
-450
| -0.7% | -$16.8K | 1.3% | 23 |
|
|
2013
Q4 | $2.48M | Sell |
64,508
-1,420
| -2% | -$54.5K | 1.35% | 20 |
|
|
2013
Q3 | $2.27M | Buy |
65,928
+532
| +0.8% | +$18.3K | 1.34% | 22 |
|
|
2013
Q2 | $2.29M | Buy |
+65,396
| New | +$2.29M | 1.42% | 20 |
|