Beacon Pointe 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 | $25.1M | Buy |
380,245
+25,958
| +7% | +$1.67M | 0.13% | 152 |
|
|
2025
Q4 | $20.4M | Buy |
354,287
+35,400
| +11% | +$2.14M | 0.14% | 155 |
|
|
2025
Q3 | $21.1M | Buy |
318,887
+154,715
| +94% | +$9.8M | 0.18% | 123 |
|
|
2025
Q2 | $9.63M | Sell |
164,172
-7,334
| -4% | -$431K | 0.1% | 184 |
|
|
2025
Q1 | $10.3M | Buy |
171,506
+2,855
| +2% | +$156K | 0.12% | 167 |
|
|
2024
Q4 | $8.82M | Sell |
168,651
-6,444
| -4% | -$343K | 0.1% | 185 |
|
|
2024
Q3 | $8.94M | Sell |
175,095
-2,182
| -1% | -$110K | 0.1% | 175 |
|
|
2024
Q2 | $8.07M | Sell |
177,277
-7,340
| -4% | -$326K | 0.1% | 191 |
|
|
2024
Q1 | $8.05M | Sell |
184,617
-79,291
| -30% | -$3.29M | 0.09% | 203 |
|
|
2023
Q4 | $10.6M | Buy |
263,908
+13,589
| +5% | +$562K | 0.13% | 160 |
|
|
2023
Q3 | $10.5M | Buy |
250,319
+118,867
| +90% | +$5.25M | 0.13% | 159 |
|
|
2023
Q2 | $5.95M | Buy |
131,452
+6,249
| +5% | +$283K | 0.1% | 189 |
|
|
2023
Q1 | $5.59M | Buy |
125,203
+33,296
| +36% | +$1.53M | 0.1% | 194 |
|
|
2022
Q4 | $4.2M | Buy |
91,907
+7,435
| +9% | +$337K | 0.08% | 220 |
|
|
2022
Q3 | $3.41M | Sell |
84,472
-8,074
| -9% | -$352K | 0.08% | 219 |
|
|
2022
Q2 | $3.87M | Sell |
92,546
-31,180
| -25% | -$1.61M | 0.08% | 213 |
|
|
2022
Q1 | $6.46M | Buy |
123,726
+66,590
| +117% | +$3.39M | 0.09% | 208 |
|
|
2021
Q4 | $2.71M | Sell |
57,136
-659
| -1% | -$30.2K | 0.07% | 210 |
|
|
2021
Q3 | $2.63M | Sell |
57,795
-7,111
| -11% | -$343K | 0.06% | 246 |
|
|
2021
Q2 | $3.1M | Buy |
64,906
+54,256
| +509% | +$2.67M | 0.11% | 169 |
|
|
2021
Q1 | $546K | Buy |
10,650
+938
| +10% | +$42K | 0.03% | 284 |
|
|
2020
Q4 | $396K | Buy |
9,712
+3,683
| +61% | +$148K | 0.03% | 314 |
|
|
2020
Q3 | $233K | Sell |
6,029
-355
| -6% | -$14.8K | 0.02% | 339 |
|
|
2020
Q2 | $252K | Buy |
6,384
+515
| +9% | +$20.1K | 0.03% | 329 |
|
|
2020
Q1 | $229K | Buy |
5,869
+134
| +2% | +$5.95K | 0.04% | 262 |
|
|
2019
Q4 | $287K | Buy |
+5,735
| New | +$271K | 0.09% | 172 |
|
Other funds holding MO
VCM
VPM
