WAM
Wealthspire Advisors (Maryland)’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.21M | Buy |
57,155
+34,865
| +156% | +$1.35M | 0.08% | 122 |
|
|
2020
Q2 | $875K | Buy |
22,290
+1,995
| +10% | +$78.3K | 0.06% | 173 |
|
|
2020
Q1 | $785K | Sell |
20,295
-2,964
| -13% | -$115K | 0.07% | 171 |
|
|
2019
Q4 | $1.16M | Buy |
23,259
+1,147
| +5% | +$57.3K | 0.08% | 148 |
|
|
2019
Q3 | $904K | Sell |
22,112
-3,749
| -14% | -$153K | 0.07% | 161 |
|
|
2019
Q2 | $1.23M | Sell |
25,861
-1,337
| -5% | -$63.3K | 0.09% | 118 |
|
|
2019
Q1 | $1.56M | Sell |
27,198
-791
| -3% | -$45.4K | 0.12% | 104 |
|
|
2018
Q4 | $1.38M | Sell |
27,989
-125
| -0.4% | -$6.17K | 0.12% | 100 |
|
|
2018
Q3 | $1.7M | Buy |
28,114
+476
| +2% | +$28.7K | 0.14% | 94 |
|
|
2018
Q2 | $1.57M | Sell |
27,638
-909
| -3% | -$51.6K | 0.14% | 94 |
|
|
2018
Q1 | $1.78M | Sell |
28,547
-12,296
| -30% | -$766K | 0.17% | 89 |
|
|
2017
Q4 | $2.92M | Buy |
40,843
+2,530
| +7% | +$181K | 0.28% | 59 |
|
|
2017
Q3 | $2.43M | Sell |
38,313
-1,887
| -5% | -$120K | 0.26% | 64 |
|
|
2017
Q2 | $2.99M | Buy |
40,200
+9,405
| +31% | +$700K | 0.35% | 46 |
|
|
2017
Q1 | $2.2M | Buy |
30,795
+3,155
| +11% | +$225K | 0.31% | 52 |
|
|
2016
Q4 | $1.87M | Buy |
27,640
+8,536
| +45% | +$577K | 0.28% | 56 |
|
|
2016
Q3 | $1.21M | Sell |
19,104
-1,218
| -6% | -$77K | 0.19% | 86 |
|
|
2016
Q2 | $1.4M | Buy |
20,322
+314
| +2% | +$21.6K | 0.23% | 68 |
|
|
2016
Q1 | $1.25M | Buy |
20,008
+87
| +0.4% | +$5.45K | 0.22% | 74 |
|
|
2015
Q4 | $1.16M | Buy |
+19,921
| New | +$1.16M | 0.22% | 80 |
|