AAS
Avantax Advisory Services’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
293,906
+17,612
| +6% | +$1.03M | 0.09% | 166 |
|
|
2025
Q1 | $16.6M | Buy |
276,294
+13,053
| +5% | +$783K | 0.1% | 153 |
|
|
2024
Q4 | $13.8M | Buy |
263,241
+11,756
| +5% | +$615K | 0.09% | 172 |
|
|
2024
Q3 | $12.8M | Buy |
251,485
+9,229
| +4% | +$471K | 0.08% | 176 |
|
|
2024
Q2 | $11M | Buy |
242,256
+137,262
| +131% | +$6.25M | 0.08% | 188 |
|
|
2024
Q1 | $4.58M | Sell |
104,994
-9,576
| -8% | -$418K | 0.04% | 323 |
|
|
2023
Q4 | $4.62M | Sell |
114,570
-10,164
| -8% | -$410K | 0.05% | 296 |
|
|
2023
Q3 | $5.25M | Sell |
124,734
-268
| -0.2% | -$11.3K | 0.06% | 246 |
|
|
2023
Q2 | $5.66M | Sell |
125,002
-4,531
| -3% | -$205K | 0.06% | 227 |
|
|
2023
Q1 | $5.78M | Buy |
129,533
+9,579
| +8% | +$427K | 0.07% | 219 |
|
|
2022
Q4 | $5.48M | Buy |
119,954
+6,606
| +6% | +$302K | 0.07% | 205 |
|
|
2022
Q3 | $4.58M | Buy |
113,348
+5,217
| +5% | +$211K | 0.07% | 216 |
|
|
2022
Q2 | $4.52M | Buy |
108,131
+17,582
| +19% | +$734K | 0.07% | 217 |
|
|
2022
Q1 | $4.74M | Buy |
90,549
+11,669
| +15% | +$610K | 0.07% | 220 |
|
|
2021
Q4 | $3.74M | Buy |
78,880
+3,644
| +5% | +$173K | 0.06% | 245 |
|
|
2021
Q3 | $3.43M | Buy |
75,236
+11,819
| +19% | +$539K | 0.06% | 246 |
|
|
2021
Q2 | $3.03M | Buy |
63,417
+6,090
| +11% | +$290K | 0.05% | 254 |
|
|
2021
Q1 | $2.93M | Buy |
57,327
+7,714
| +16% | +$394K | 0.06% | 231 |
|
|
2020
Q4 | $2.03M | Sell |
49,613
-100,762
| -67% | -$4.13M | 0.05% | 268 |
|
|
2020
Q3 | $5.84M | Buy |
150,375
+103,665
| +222% | +$4.02M | 0.09% | 184 |
|
|
2020
Q2 | $1.84M | Sell |
46,710
-1,667
| -3% | -$65.6K | 0.05% | 231 |
|
|
2020
Q1 | $1.88M | Sell |
48,377
-10,294
| -18% | -$399K | 0.06% | 202 |
|
|
2019
Q4 | $2.93M | Buy |
58,671
+9,002
| +18% | +$449K | 0.07% | 164 |
|
|
2019
Q3 | $2.03M | Buy |
49,669
+1,465
| +3% | +$60K | 0.08% | 128 |
|
|
2019
Q2 | $2.28M | Buy |
48,204
+736
| +2% | +$34.8K | 0.1% | 102 |
|
|
2019
Q1 | $2.73M | Buy |
47,468
+2,535
| +6% | +$146K | 0.14% | 80 |
|
|
2018
Q4 | $2.26M | Buy |
+44,933
| New | +$2.26M | 0.38% | 68 |
|