Baron Silver Stevens Financial Advisors’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
Q3 | $492K | Sell |
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|
2025
Q2 | $465K | Buy |
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|
2025
Q1 | $406K | Buy |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $284K | Hold |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $304K | Buy |
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|
2021
Q1 | $277K | Buy |
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|
2020
Q4 | $221K | Buy |
|