Traverso Chambers Private 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
Q4 | $1.33M | Hold |
33,074
| – | – | 0.32% | 43 |
|
|
2023
Q3 | $1.39M | Hold |
33,074
| – | – | 0.37% | 41 |
|
|
2023
Q2 | $1.5M | Sell |
33,074
-151
| -0.5% | -$6.84K | 0.39% | 37 |
|
|
2023
Q1 | $1.48M | Hold |
33,225
| – | – | 0.41% | 35 |
|
|
2022
Q4 | $1.52M | Buy |
33,225
+150
| +0.5% | +$6.86K | 0.44% | 36 |
|
|
2022
Q3 | $1.34M | Hold |
33,075
| – | – | 0.41% | 38 |
|
|
2022
Q2 | $1.38M | Hold |
33,075
| – | – | 0.46% | 33 |
|
|
2022
Q1 | $1.73M | Hold |
33,075
| – | – | 0.52% | 31 |
|
|
2021
Q4 | $1.57M | Buy |
33,075
+350
| +1% | +$16.6K | 0.46% | 32 |
|
|
2021
Q3 | $1.49M | Hold |
32,725
| – | – | 0.46% | 30 |
|
|
2021
Q2 | $1.56M | Buy |
32,725
+250
| +0.8% | +$11.9K | 0.49% | 28 |
|
|
2021
Q1 | $1.66M | Hold |
32,475
| – | – | 0.56% | 27 |
|
|
2020
Q4 | $1.33M | Sell |
32,475
-2,385
| -7% | -$97.8K | 0.48% | 30 |
|
|
2020
Q3 | $1.35M | Sell |
34,860
-410
| -1% | -$15.8K | 0.52% | 27 |
|
|
2020
Q2 | $1.38M | Sell |
35,270
-1,153
| -3% | -$45.2K | 0.58% | 26 |
|
|
2020
Q1 | $1.41M | Buy |
36,423
+1,541
| +4% | +$59.6K | 0.66% | 24 |
|
|
2019
Q4 | $1.74M | Sell |
34,882
-166
| -0.5% | -$8.29K | 0.74% | 23 |
|
|
2019
Q3 | $1.43M | Buy |
35,048
+250
| +0.7% | +$10.2K | 0.68% | 23 |
|
|
2019
Q2 | $1.69M | Sell |
34,798
-382
| -1% | -$18.6K | 0.83% | 21 |
|
|
2019
Q1 | $2.02M | Buy |
35,180
+50
| +0.1% | +$2.87K | 0.99% | 16 |
|
|
2018
Q4 | $1.74M | Buy |
+35,130
| New | +$1.74M | 0.94% | 16 |
|