Becker Capital Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $246K | Hold |
4,118
| – | – | 0.01% | 264 |
|
2025
Q1 | $251K | Hold |
4,118
| – | – | 0.01% | 254 |
|
2024
Q4 | $220K | Hold |
4,118
| – | – | 0.01% | 259 |
|
2024
Q3 | $214K | Buy |
+4,118
| New | +$214K | 0.01% | 266 |
|
2023
Q4 | – | Sell |
-4,820
| Closed | -$207K | – | 269 |
|
2023
Q3 | $207K | Sell |
4,820
-248
| -5% | -$10.7K | 0.01% | 256 |
|
2023
Q2 | $233K | Buy |
+5,068
| New | +$233K | 0.01% | 258 |
|
2019
Q2 | – | Sell |
-4,864
| Closed | -$279K | – | 183 |
|
2019
Q1 | $279K | Sell |
4,864
-1,500
| -24% | -$86K | 0.01% | 175 |
|
2018
Q4 | $314K | Sell |
6,364
-693
| -10% | -$34.2K | 0.01% | 149 |
|
2018
Q3 | $426K | Buy |
7,057
+3,200
| +83% | +$193K | 0.01% | 140 |
|
2018
Q2 | $219K | Sell |
3,857
-125
| -3% | -$7.1K | 0.01% | 155 |
|
2018
Q1 | $248K | Buy |
3,982
+999
| +33% | +$62.2K | 0.01% | 157 |
|
2017
Q4 | $213K | Buy |
+2,983
| New | +$213K | 0.01% | 161 |
|
2017
Q3 | – | Sell |
-3,930
| Closed | -$293K | – | 158 |
|
2017
Q2 | $293K | Sell |
3,930
-400
| -9% | -$29.8K | 0.01% | 117 |
|
2017
Q1 | $309K | Sell |
4,330
-419
| -9% | -$29.9K | 0.01% | 118 |
|
2016
Q4 | $321K | Sell |
4,749
-85
| -2% | -$5.75K | 0.01% | 122 |
|
2016
Q3 | $306K | Buy |
4,834
+324
| +7% | +$20.5K | 0.01% | 114 |
|
2016
Q2 | $311K | Hold |
4,510
| – | – | 0.01% | 116 |
|
2016
Q1 | $283K | Hold |
4,510
| – | – | 0.01% | 107 |
|
2015
Q4 | $263K | Buy |
+4,510
| New | +$263K | 0.01% | 120 |
|
2014
Q4 | – | Sell |
-4,473
| Closed | -$205K | – | 148 |
|
2014
Q3 | $205K | Sell |
4,473
-2,586
| -37% | -$119K | 0.01% | 142 |
|
2014
Q2 | $296K | Buy |
7,059
+480
| +7% | +$20.1K | 0.01% | 121 |
|
2014
Q1 | $246K | Sell |
6,579
-1,800
| -21% | -$67.3K | 0.01% | 127 |
|
2013
Q4 | $322K | Buy |
8,379
+2,500
| +43% | +$96.1K | 0.01% | 116 |
|
2013
Q3 | $202K | Buy |
+5,879
| New | +$202K | 0.01% | 129 |
|