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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $481K | Hold |
7,289
| – | – | 0.07% | 85 |
|
|
2025
Q4 | $420K | Sell |
7,289
-158
| -2% | -$9.54K | 0.06% | 90 |
|
|
2025
Q3 | $492K | Sell |
7,447
-477
| -6% | -$30.2K | 0.07% | 82 |
|
|
2025
Q2 | $465K | Buy |
7,924
+1,162
| +17% | +$68.2K | 0.07% | 82 |
|
|
2025
Q1 | $406K | Buy |
6,762
+175
| +3% | +$9.55K | 0.07% | 77 |
|
|
2024
Q4 | $344K | Hold |
6,587
| – | – | 0.06% | 85 |
|
|
2024
Q3 | $336K | Sell |
6,587
-429
| -6% | -$21.7K | 0.06% | 87 |
|
|
2024
Q2 | $320K | Buy |
7,016
+46
| +0.7% | +$2.04K | 0.06% | 85 |
|
|
2024
Q1 | $304K | Sell |
6,970
-362
| -5% | -$15K | 0.06% | 91 |
|
|
2023
Q4 | $296K | Buy |
7,332
+262
| +4% | +$10.8K | 0.06% | 82 |
|
|
2023
Q3 | $297K | Buy |
7,070
+638
| +10% | +$28.2K | 0.07% | 81 |
|
|
2023
Q2 | $291K | Hold |
6,432
| – | – | 0.06% | 82 |
|
|
2023
Q1 | $287K | Buy |
6,432
+96
| +2% | +$4.41K | 0.07% | 78 |
|
|
2022
Q4 | $290K | Buy |
+6,336
| New | +$287K | 0.07% | 73 |
|
|
2022
Q3 | – | Sell |
-6,187
| Closed | -$258K | – | 133 |
|
|
2022
Q2 | $258K | Buy |
6,187
+734
| +13% | +$38K | 0.07% | 85 |
|
|
2022
Q1 | $284K | Hold |
5,453
| – | – | 0.07% | 74 |
|
|
2021
Q4 | $258K | Sell |
5,453
-89
| -2% | -$4.08K | 0.06% | 71 |
|
|
2021
Q3 | $252K | Sell |
5,542
-853
| -13% | -$41.2K | 0.07% | 65 |
|
|
2021
Q2 | $304K | Buy |
6,395
+965
| +18% | +$47.4K | 0.08% | 64 |
|
|
2021
Q1 | $277K | Buy |
5,430
+38
| +0.7% | +$1.7K | 0.15% | 39 |
|
|
2020
Q4 | $221K | Buy |
+5,392
| New | +$216K | 0.08% | 56 |
|
Other funds holding MO
VCM
VPM
