BFC
Bedel Financial Consulting’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
9,600
-1,373
| -13% | -$80.5K | 0.08% | 141 |
|
|
2025
Q1 | $664K | Sell |
10,973
-2,480
| -18% | -$150K | 0.1% | 117 |
|
|
2024
Q4 | $707K | Buy |
13,453
+2,554
| +23% | +$134K | 0.1% | 117 |
|
|
2024
Q3 | $556K | Buy |
10,899
+1,511
| +16% | +$77.1K | 0.08% | 134 |
|
|
2024
Q2 | $428K | Sell |
9,388
-54
| -0.6% | -$2.46K | 0.06% | 148 |
|
|
2024
Q1 | $412K | Buy |
9,442
+1
| +0% | +$44 | 0.06% | 159 |
|
|
2023
Q4 | $381K | Buy |
9,441
+21
| +0.2% | +$847 | 0.07% | 156 |
|
|
2023
Q3 | $396K | Hold |
9,420
| – | – | 0.08% | 142 |
|
|
2023
Q2 | $427K | Buy |
9,420
+2,700
| +40% | +$122K | 0.09% | 133 |
|
|
2023
Q1 | $300K | Sell |
6,720
-2,700
| -29% | -$120K | 0.07% | 166 |
|
|
2022
Q4 | $431K | Hold |
9,420
| – | – | 0.11% | 124 |
|
|
2022
Q3 | $432K | Buy |
9,420
+7
| +0.1% | +$321 | 0.11% | 124 |
|
|
2022
Q2 | $393K | Sell |
9,413
-80
| -0.8% | -$3.34K | 0.12% | 122 |
|
|
2022
Q1 | $496K | Buy |
9,493
+153
| +2% | +$7.99K | 0.16% | 97 |
|
|
2021
Q4 | $443K | Sell |
9,340
-71
| -0.8% | -$3.37K | 0.14% | 111 |
|
|
2021
Q3 | $428K | Sell |
9,411
-189
| -2% | -$8.6K | 0.15% | 105 |
|
|
2021
Q2 | $458K | Buy |
9,600
+900
| +10% | +$42.9K | 0.16% | 99 |
|
|
2021
Q1 | $445K | Buy |
8,700
+40
| +0.5% | +$2.05K | 0.17% | 97 |
|
|
2020
Q4 | $355K | Sell |
8,660
-101
| -1% | -$4.14K | 0.16% | 98 |
|
|
2020
Q3 | $339K | Sell |
8,761
-109
| -1% | -$4.22K | 0.17% | 86 |
|
|
2020
Q2 | $348K | Sell |
8,870
-22
| -0.2% | -$863 | 0.19% | 81 |
|
|
2020
Q1 | $344K | Buy |
8,892
+156
| +2% | +$6.04K | 0.23% | 75 |
|
|
2019
Q4 | $436K | Hold |
8,736
| – | – | 0.25% | 72 |
|
|
2019
Q3 | $357K | Buy |
8,736
+33
| +0.4% | +$1.35K | 0.21% | 90 |
|
|
2019
Q2 | $412K | Sell |
8,703
-720
| -8% | -$34.1K | 0.25% | 77 |
|
|
2019
Q1 | $541K | Hold |
9,423
| – | – | 0.35% | 54 |
|
|
2018
Q4 | $465K | Hold |
9,423
| – | – | 0.33% | 54 |
|
|
2018
Q3 | $572K | Hold |
9,423
| – | – | 0.38% | 50 |
|
|
2018
Q2 | $535K | Sell |
9,423
-46
| -0.5% | -$2.61K | 0.39% | 50 |
|
|
2018
Q1 | $590K | Hold |
9,469
| – | – | 0.45% | 47 |
|
|
2017
Q4 | $676K | Buy |
+9,469
| New | +$676K | 0.61% | 36 |
|