Avidian Wealth Enterprises’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.42M | Buy |
21,591
+2,853
| +15% | +$184K | 0.05% | 240 |
|
|
2025
Q4 | $1.08M | Buy |
18,738
+646
| +4% | +$39K | 0.04% | 216 |
|
|
2025
Q3 | $1.2M | Buy |
18,092
+1,541
| +9% | +$97.6K | 0.05% | 194 |
|
|
2025
Q2 | $970K | Buy |
16,551
+2,759
| +20% | +$162K | 0.04% | 206 |
|
|
2025
Q1 | $828K | Sell |
13,792
-4,372
| -24% | -$239K | 0.04% | 222 |
|
|
2024
Q4 | $950K | Buy |
18,164
+1,323
| +8% | +$70.5K | 0.04% | 197 |
|
|
2024
Q3 | $860K | Buy |
16,841
+272
| +2% | +$13.7K | 0.04% | 209 |
|
|
2024
Q2 | $755K | Buy |
16,569
+6,356
| +62% | +$282K | 0.04% | 223 |
|
|
2024
Q1 | $446K | Buy |
10,213
+331
| +3% | +$13.7K | 0.02% | 282 |
|
|
2023
Q4 | $399K | Buy |
9,882
+1,959
| +25% | +$81K | 0.02% | 299 |
|
|
2023
Q3 | $333K | Sell |
7,923
-1,471
| -16% | -$65K | 0.02% | 313 |
|
|
2023
Q2 | $426K | Sell |
9,394
-2,486
| -21% | -$113K | 0.03% | 288 |
|
|
2023
Q1 | $530K | Buy |
11,880
+144
| +1% | +$6.62K | 0.03% | 283 |
|
|
2022
Q4 | $536K | Buy |
11,736
+376
| +3% | +$17K | 0.04% | 264 |
|
|
2022
Q3 | $459K | Buy |
11,360
+352
| +3% | +$15.4K | 0.03% | 251 |
|
|
2022
Q2 | $460K | Buy |
11,008
+377
| +4% | +$19.5K | 0.03% | 278 |
|
|
2022
Q1 | $555K | Sell |
10,631
-4,205
| -28% | -$214K | 0.03% | 280 |
|
|
2021
Q4 | $703K | Buy |
14,836
+65
| +0.4% | +$2.98K | 0.04% | 242 |
|
|
2021
Q3 | $672K | Buy |
14,771
+1,585
| +12% | +$76.5K | 0.05% | 176 |
|
|
2021
Q2 | $629K | Buy |
13,186
+1,383
| +12% | +$67.9K | 0.05% | 183 |
|
|
2021
Q1 | $604K | Sell |
11,803
-2,556
| -18% | -$115K | 0.05% | 182 |
|
|
2020
Q4 | $589K | Buy |
14,359
+990
| +7% | +$39.8K | 0.06% | 158 |
|
|
2020
Q3 | $517K | Buy |
13,369
+2,047
| +18% | +$85.2K | 0.06% | 151 |
|
|
2020
Q2 | $444K | Buy |
11,322
+2,829
| +33% | +$110K | 0.06% | 146 |
|
|
2020
Q1 | $328K | Sell |
8,493
-2,045
| -19% | -$90.7K | 0.05% | 139 |
|
|
2019
Q4 | $526K | Sell |
10,538
-2,394
| -19% | -$113K | 0.07% | 111 |
|
|
2019
Q3 | $529K | Buy |
12,932
+3,400
| +36% | +$156K | 0.09% | 95 |
|
|
2019
Q2 | $451K | Buy |
9,532
+450
| +5% | +$23.6K | 0.11% | 74 |
|
|
2019
Q1 | $522K | Buy |
9,082
+3,451
| +61% | +$176K | 0.12% | 61 |
|
|
2018
Q4 | $278K | Buy |
5,631
+689
| +14% | +$39.9K | 0.1% | 73 |
|
|
2018
Q3 | $298K | Buy |
4,942
+120
| +2% | +$7.12K | 0.09% | 82 |
|
|
2018
Q2 | $274K | Sell |
4,822
-31
| -0.6% | -$1.79K | 0.09% | 79 |
|
|
2018
Q1 | $302K | Sell |
4,853
-335
| -6% | -$22.2K | 0.1% | 72 |
|
|
2017
Q4 | $371 | Hold |
5,188
| – | – | 0.1% | 67 |
|
|
2017
Q3 | $329K | Sell |
5,188
-613
| -11% | -$40.9K | 0.13% | 60 |
|
|
2017
Q2 | $432K | Buy |
5,801
+653
| +13% | +$47.8K | 0.18% | 44 |
|
|
2017
Q1 | $368K | Buy |
5,148
+1,950
| +61% | +$141K | 0.14% | 48 |
|
|
2016
Q4 | $216K | Sell |
3,198
-3,909
| -55% | -$252K | 0.09% | 77 |
|
|
2016
Q3 | $449K | Buy |
7,107
+3,841
| +118% | +$255K | 0.18% | 38 |
|
|
2016
Q2 | $225 | Sell |
3,266
-26
| -0.8% | -$1.67K | 0.08% | 63 |
|
|
2016
Q1 | $206K | Buy |
+3,292
| New | +$199K | 0.11% | 76 |
|
Other funds holding MO
VCM
VPM
