V Wealth 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 | – | Sell |
-6,045
| Closed | -$274K | – | 267 |
|
|
2023
Q2 | $274K | Sell |
6,045
-107
| -2% | -$4.85K | 0.05% | 300 |
|
|
2023
Q1 | $275K | Sell |
6,152
-731
| -11% | -$32.6K | 0.05% | 308 |
|
|
2022
Q4 | $315K | Sell |
6,883
-9,643
| -58% | -$441K | 0.07% | 270 |
|
|
2022
Q3 | $667K | Buy |
16,526
+1,981
| +14% | +$80K | 0.13% | 153 |
|
|
2022
Q2 | $607K | Buy |
14,545
+6,099
| +72% | +$255K | 0.11% | 191 |
|
|
2022
Q1 | $441K | Buy |
8,446
+117
| +1% | +$6.11K | 0.07% | 266 |
|
|
2021
Q4 | $394K | Buy |
8,329
+1,160
| +16% | +$54.9K | 0.06% | 309 |
|
|
2021
Q3 | $326K | Buy |
7,169
+1,615
| +29% | +$73.4K | 0.05% | 343 |
|
|
2021
Q2 | $264K | Buy |
5,554
+691
| +14% | +$32.8K | 0.04% | 395 |
|
|
2021
Q1 | $249K | Sell |
4,863
-122
| -2% | -$6.25K | 0.05% | 365 |
|
|
2020
Q4 | $204K | Buy |
+4,985
| New | +$204K | 0.04% | 365 |
|
|
2020
Q2 | – | Sell |
-8,078
| Closed | -$312K | – | 365 |
|
|
2020
Q1 | $312K | Buy |
8,078
+2,273
| +39% | +$87.8K | 0.1% | 214 |
|
|
2019
Q4 | $237K | Hold |
5,805
| – | – | 0.08% | 241 |
|
|
2019
Q3 | $237K | Buy |
5,805
+145
| +3% | +$5.92K | 0.08% | 243 |
|
|
2019
Q2 | $267K | Sell |
5,660
-136
| -2% | -$6.42K | 0.1% | 208 |
|
|
2019
Q1 | $317K | Buy |
+5,796
| New | +$317K | 0.13% | 170 |
|
|
2018
Q4 | – | Sell |
-3,340
| Closed | -$201K | – | 227 |
|
|
2018
Q3 | $201K | Buy |
+3,340
| New | +$201K | 0.09% | 217 |
|
|
2017
Q3 | – | Sell |
-2,557
| Closed | -$191K | – | 514 |
|
|
2017
Q2 | $191K | Sell |
2,557
-3,879
| -60% | -$290K | 0.09% | 177 |
|
|
2017
Q1 | $457K | Buy |
6,436
+1,192
| +23% | +$84.6K | 0.28% | 96 |
|
|
2016
Q4 | $357K | Sell |
5,244
-45
| -0.9% | -$3.06K | 0.26% | 113 |
|
|
2016
Q3 | $335K | Sell |
5,289
-449
| -8% | -$28.4K | 0.27% | 109 |
|
|
2016
Q2 | $397K | Buy |
5,738
+342
| +6% | +$23.7K | 0.33% | 93 |
|
|
2016
Q1 | $338K | Buy |
+5,396
| New | +$338K | 0.27% | 95 |
|