Tiedemann Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $264K | Buy |
+6,145
| New | +$264K | 0.01% | 231 |
|
|
2022
Q2 | – | Sell |
-7,097
| Closed | -$378K | – | 283 |
|
|
2022
Q1 | $378K | Buy |
7,097
+130
| +2% | +$6.92K | 0.02% | 211 |
|
|
2021
Q4 | $337K | Hold |
6,967
| – | – | 0.02% | 227 |
|
|
2021
Q3 | $324K | Sell |
6,967
-7,236
| -51% | -$337K | 0.02% | 234 |
|
|
2021
Q2 | $691K | Buy |
14,203
+56
| +0.4% | +$2.72K | 0.03% | 203 |
|
|
2021
Q1 | $736K | Buy |
14,147
+217
| +2% | +$11.3K | 0.03% | 186 |
|
|
2020
Q4 | $584K | Sell |
13,930
-2,727
| -16% | -$114K | 0.03% | 192 |
|
|
2020
Q3 | $659K | Buy |
16,657
+100
| +0.6% | +$3.96K | 0.03% | 208 |
|
|
2020
Q2 | $663K | Buy |
16,557
+1,881
| +13% | +$75.3K | 0.04% | 194 |
|
|
2020
Q1 | $580K | Buy |
14,676
+3,101
| +27% | +$123K | 0.04% | 194 |
|
|
2019
Q4 | $587K | Sell |
11,575
-3,657
| -24% | -$185K | 0.03% | 197 |
|
|
2019
Q3 | $635K | Sell |
15,232
-1,708
| -10% | -$71.2K | 0.03% | 206 |
|
|
2019
Q2 | $817K | Buy |
16,940
+97
| +0.6% | +$4.68K | 0.04% | 169 |
|
|
2019
Q1 | $979K | Sell |
16,843
-829
| -5% | -$48.2K | 0.05% | 220 |
|
|
2018
Q4 | $888K | Sell |
17,672
-1,996
| -10% | -$100K | 0.05% | 219 |
|
|
2018
Q3 | $1.2M | Sell |
19,668
-187
| -0.9% | -$11.4K | 0.07% | 153 |
|
|
2018
Q2 | $1.14M | Buy |
19,855
+1,561
| +9% | +$89.9K | 0.07% | 150 |
|
|
2018
Q1 | $1.15M | Sell |
18,294
-78
| -0.4% | -$4.92K | 0.08% | 138 |
|
|
2017
Q4 | $1.33M | Buy |
18,372
+9,386
| +104% | +$677K | 0.1% | 102 |
|
|
2017
Q3 | $572K | Sell |
8,986
-81,321
| -90% | -$5.18M | 0.05% | 199 |
|
|
2017
Q2 | $50.1M | Buy |
90,307
+53,325
| +144% | +$29.6M | 3.64% | 4 |
|
|
2017
Q1 | $2.64M | Buy |
36,982
+7,005
| +23% | +$500K | 0.22% | 93 |
|
|
2016
Q4 | $2.03M | Buy |
29,977
+6,353
| +27% | +$430K | 0.2% | 90 |
|
|
2016
Q3 | $1.53M | Buy |
+23,624
| New | +$1.53M | 0.32% | 39 |
|