Avantax Planning Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Buy |
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|
2025
Q1 | $6.62M | Sell |
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|
2024
Q4 | $6.01M | Buy |
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|
2024
Q3 | $5.73M | Sell |
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|
2024
Q2 | $6.45M | Buy |
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|
2024
Q1 | $6.03M | Buy |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $3.02M | Sell |
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|
2023
Q2 | $3.29M | Buy |
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|
2023
Q1 | $3.2M | Sell |
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|
2022
Q4 | $3.3M | Sell |
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|
2022
Q3 | $2.97M | Buy |
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|
2022
Q2 | $2.87M | Buy |
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|
2022
Q1 | $3.28M | Buy |
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|
2021
Q4 | $2.44M | Sell |
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|
2021
Q3 | $2.67M | Sell |
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|
2021
Q2 | $2.8M | Buy |
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|
2021
Q1 | $2.73M | Sell |
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|
2020
Q4 | $2.71M | Sell |
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|
2020
Q3 | $2.86M | Sell |
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|
2020
Q2 | $3M | Buy |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $2.39M | Sell |
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|
2019
Q3 | $2.05M | Buy |
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|
2019
Q2 | $2.3M | Buy |
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|
2019
Q1 | $2.54M | Buy |
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|
2018
Q4 | $1.77M | Sell |
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|
2018
Q3 | $2.27M | Buy |
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|
2018
Q2 | $2.09M | Sell |
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|
2018
Q1 | $2.34M | Sell |
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|
2017
Q4 | $2.76M | Sell |
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|
2017
Q3 | $3.79M | Buy |
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|
2017
Q2 | $4.37M | Buy |
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|
2017
Q1 | $4.03M | Buy |
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|
2016
Q4 | $3.8M | Buy |
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