Simplicity Solutions’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.89M | Sell |
46,914
-79
| -0.2% | -$3.19K | 0.05% | 304 |
|
|
2023
Q3 | $1.98M | Sell |
46,993
-17,971
| -28% | -$756K | 0.06% | 284 |
|
|
2023
Q2 | $2.94M | Sell |
64,964
-10,875
| -14% | -$493K | 0.08% | 230 |
|
|
2023
Q1 | $3.38M | Buy |
75,839
+47,371
| +166% | +$2.11M | 0.09% | 211 |
|
|
2022
Q4 | $1.3M | Sell |
28,468
-300
| -1% | -$13.7K | 0.18% | 140 |
|
|
2022
Q3 | $1.16M | Buy |
28,768
+673
| +2% | +$27.2K | 0.17% | 144 |
|
|
2022
Q2 | $1.17M | Buy |
28,095
+6,874
| +32% | +$287K | 0.15% | 159 |
|
|
2022
Q1 | $1.11M | Sell |
21,221
-3,521
| -14% | -$184K | 0.14% | 161 |
|
|
2021
Q4 | $1.17M | Buy |
24,742
+1,645
| +7% | +$77.9K | 0.13% | 199 |
|
|
2021
Q3 | $1.05M | Buy |
23,097
+3,367
| +17% | +$153K | 0.16% | 136 |
|
|
2021
Q2 | $941K | Buy |
19,730
+2,784
| +16% | +$133K | 0.19% | 117 |
|
|
2021
Q1 | $867K | Sell |
16,946
-45,267
| -73% | -$2.32M | 0.19% | 117 |
|
|
2020
Q4 | $2.55M | Sell |
62,213
-3,949
| -6% | -$162K | 0.04% | 338 |
|
|
2020
Q3 | $2.56M | Buy |
66,162
+3,377
| +5% | +$131K | 0.05% | 286 |
|
|
2020
Q2 | $2.46M | Buy |
62,785
+12,748
| +25% | +$500K | 0.05% | 266 |
|
|
2020
Q1 | $1.94M | Sell |
50,037
-15,670
| -24% | -$606K | 0.06% | 228 |
|
|
2019
Q4 | $3.28M | Buy |
65,707
+2,657
| +4% | +$133K | 0.1% | 167 |
|
|
2019
Q3 | $2.58M | Sell |
63,050
-5,688
| -8% | -$233K | 0.1% | 162 |
|
|
2019
Q2 | $3.25M | Sell |
68,738
-23,582
| -26% | -$1.12M | 0.14% | 118 |
|
|
2019
Q1 | $5.3M | Buy |
92,320
+19,226
| +26% | +$1.1M | 0.32% | 70 |
|
|
2018
Q4 | $3.61M | Buy |
73,094
+15,689
| +27% | +$775K | 0.47% | 48 |
|
|
2018
Q3 | $3.46M | Buy |
57,405
+6,706
| +13% | +$405K | 0.2% | 71 |
|
|
2018
Q2 | $2.88M | Buy |
50,699
+8,054
| +19% | +$457K | 0.21% | 61 |
|
|
2018
Q1 | $2.66M | Buy |
42,645
+4,101
| +11% | +$256K | 0.23% | 60 |
|
|
2017
Q4 | $2.75M | Buy |
38,544
+30,364
| +371% | +$2.17M | 0.27% | 62 |
|
|
2017
Q3 | $519K | Sell |
8,180
-25,520
| -76% | -$1.62M | 0.35% | 68 |
|
|
2017
Q2 | $2.51M | Buy |
33,700
+2,620
| +8% | +$195K | 0.3% | 61 |
|
|
2017
Q1 | $2.22M | Buy |
31,080
+5,454
| +21% | +$390K | 0.34% | 53 |
|
|
2016
Q4 | $1.73M | Buy |
25,626
+13,462
| +111% | +$910K | 0.4% | 51 |
|
|
2016
Q3 | $769K | Sell |
12,164
-3,393
| -22% | -$215K | 0.37% | 59 |
|
|
2016
Q2 | $1.07M | Buy |
15,557
+1,060
| +7% | +$73.1K | 0.58% | 36 |
|
|
2016
Q1 | $908K | Sell |
14,497
-27,600
| -66% | -$1.73M | 0.56% | 40 |
|
|
2015
Q4 | $2.45M | Buy |
42,097
+37,828
| +886% | +$2.2M | 0.29% | 91 |
|
|
2015
Q3 | $232K | Buy |
+4,269
| New | +$232K | 0.25% | 110 |
|