YorkBridge Wealth Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.76M | Sell |
38,547
-867
| -2% | -$39.6K | 0.45% | 57 |
|
|
2022
Q3 | $1.59M | Sell |
39,414
-108
| -0.3% | -$4.36K | 0.41% | 60 |
|
|
2022
Q2 | $1.65M | Sell |
39,522
-924
| -2% | -$38.6K | 0.43% | 56 |
|
|
2022
Q1 | $2.11M | Sell |
40,446
-147
| -0.4% | -$7.68K | 0.46% | 54 |
|
|
2021
Q4 | $1.92M | Hold |
40,593
| – | – | 0.43% | 58 |
|
|
2021
Q3 | $1.85M | Hold |
40,593
| – | – | 0.47% | 58 |
|
|
2021
Q2 | $1.94M | Sell |
40,593
-836
| -2% | -$39.9K | 0.51% | 54 |
|
|
2021
Q1 | $2.12M | Buy |
41,429
+34,419
| +491% | +$1.76M | 0.63% | 48 |
|
|
2020
Q4 | $287K | Buy |
7,010
+323
| +5% | +$13.2K | 0.1% | 154 |
|
|
2020
Q3 | $258K | Buy |
6,687
+349
| +6% | +$13.5K | 0.11% | 151 |
|
|
2020
Q2 | $249K | Buy |
6,338
+306
| +5% | +$12K | 0.11% | 149 |
|
|
2020
Q1 | $233K | Buy |
6,032
+474
| +9% | +$18.3K | 0.14% | 136 |
|
|
2019
Q4 | $277K | Buy |
5,558
+20
| +0.4% | +$997 | 0.13% | 149 |
|
|
2019
Q3 | $227K | Buy |
5,538
+233
| +4% | +$9.55K | 0.11% | 161 |
|
|
2019
Q2 | $251K | Buy |
5,305
+26
| +0.5% | +$1.23K | 0.11% | 156 |
|
|
2019
Q1 | $303K | Buy |
5,279
+2,477
| +88% | +$142K | 0.14% | 134 |
|
|
2018
Q4 | $138K | Sell |
2,802
-1,377
| -33% | -$67.8K | 0.07% | 199 |
|
|
2018
Q3 | $252K | Sell |
4,179
-319
| -7% | -$19.2K | 0.12% | 146 |
|
|
2018
Q2 | $255K | Sell |
4,498
-397
| -8% | -$22.5K | 0.11% | 153 |
|
|
2018
Q1 | $310K | Sell |
4,895
-51
| -1% | -$3.23K | 0.14% | 140 |
|
|
2017
Q4 | $327K | Buy |
4,946
+29
| +0.6% | +$1.92K | 0.16% | 133 |
|
|
2017
Q3 | $312K | Buy |
4,917
+5
| +0.1% | +$317 | 0.16% | 125 |
|
|
2017
Q2 | $366K | Buy |
4,912
+28
| +0.6% | +$2.09K | 0.19% | 113 |
|
|
2017
Q1 | $346K | Sell |
4,884
-110
| -2% | -$7.79K | 0.18% | 114 |
|
|
2016
Q4 | $322K | Buy |
+4,994
| New | +$322K | 0.19% | 112 |
|