Wealthfront’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $4.76M | Buy |
78,903
+9,871
| +14% | +$595K | 0.05% | 64 |
|
|
2018
Q2 | $3.92M | Buy |
69,032
+19,878
| +40% | +$1.13M | 0.04% | 72 |
|
|
2018
Q1 | $3.06M | Sell |
49,154
-39,566
| -45% | -$2.47M | 0.03% | 88 |
|
|
2017
Q4 | $6.34M | Buy |
88,720
+15,607
| +21% | +$1.11M | 0.07% | 47 |
|
|
2017
Q3 | $4.64M | Sell |
73,113
-7,816
| -10% | -$496K | 0.06% | 59 |
|
|
2017
Q2 | $6.03M | Buy |
80,929
+2,835
| +4% | +$211K | 0.09% | 41 |
|
|
2017
Q1 | $5.58M | Buy |
78,094
+7,098
| +10% | +$507K | 0.1% | 40 |
|
|
2016
Q4 | $4.8M | Buy |
70,996
+9,716
| +16% | +$657K | 0.11% | 41 |
|
|
2016
Q3 | $3.88M | Sell |
61,280
-2,985
| -5% | -$189K | 0.09% | 43 |
|
|
2016
Q2 | $4.43M | Buy |
64,265
+5,024
| +8% | +$346K | 0.12% | 33 |
|
|
2016
Q1 | $3.71M | Buy |
59,241
+13,626
| +30% | +$854K | 0.12% | 36 |
|
|
2015
Q4 | $2.66M | Buy |
45,615
+1,691
| +4% | +$98.4K | 0.1% | 42 |
|
|
2015
Q3 | $2.39M | Buy |
43,924
+27,979
| +175% | +$1.52M | 0.1% | 40 |
|
|
2015
Q2 | $780K | Buy |
15,945
+988
| +7% | +$48.3K | 0.03% | 71 |
|
|
2015
Q1 | $748K | Buy |
14,957
+2,586
| +21% | +$129K | 0.04% | 55 |
|
|
2014
Q4 | $610K | Buy |
12,371
+3,336
| +37% | +$164K | 0.04% | 59 |
|
|
2014
Q3 | $415K | Buy |
9,035
+3,356
| +59% | +$154K | 0.03% | 65 |
|
|
2014
Q2 | $241K | Buy |
5,679
+3,513
| +162% | +$149K | 0.02% | 88 |
|
|
2014
Q1 | $81K | Buy |
+2,166
| New | +$81K | 0.01% | 170 |
|