Carson Wealth (CWM LLC)’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 | $20.7M | Buy |
353,626
+17,584
| +5% | +$1.03M | 0.07% | 232 |
|
|
2025
Q1 | $20.2M | Buy |
336,042
+9,370
| +3% | +$562K | 0.08% | 219 |
|
|
2024
Q4 | $17.1M | Buy |
326,672
+20,968
| +7% | +$1.1M | 0.07% | 235 |
|
|
2024
Q3 | $15.6M | Buy |
305,704
+40,574
| +15% | +$2.07M | 0.07% | 237 |
|
|
2024
Q2 | $12.1M | Buy |
265,130
+30,923
| +13% | +$1.41M | 0.06% | 269 |
|
|
2024
Q1 | $10.2M | Buy |
234,207
+13,696
| +6% | +$597K | 0.05% | 285 |
|
|
2023
Q4 | $8.9M | Buy |
220,511
+40,075
| +22% | +$1.62M | 0.05% | 285 |
|
|
2023
Q3 | $7.59M | Buy |
180,436
+29,341
| +19% | +$1.23M | 0.05% | 285 |
|
|
2023
Q2 | $6.85M | Buy |
151,095
+23,535
| +18% | +$1.07M | 0.04% | 285 |
|
|
2023
Q1 | $5.69M | Buy |
127,560
+28,273
| +28% | +$1.26M | 0.04% | 297 |
|
|
2022
Q4 | $4.54M | Buy |
99,287
+30,427
| +44% | +$1.39M | 0.03% | 321 |
|
|
2022
Q3 | $2.78M | Buy |
68,860
+11,247
| +20% | +$454K | 0.02% | 370 |
|
|
2022
Q2 | $2.41M | Buy |
57,613
+7,580
| +15% | +$317K | 0.02% | 385 |
|
|
2022
Q1 | $2.61M | Buy |
50,033
+6,523
| +15% | +$341K | 0.02% | 371 |
|
|
2021
Q4 | $2.06M | Buy |
+43,510
| New | +$2.06M | 0.01% | 422 |
|
|
2021
Q2 | $1.38M | Hold |
28,844
| – | – | 0.01% | 510 |
|
|
2021
Q1 | $1.38M | Hold |
28,844
| – | – | 0.01% | 510 |
|
|
2020
Q4 | $1.38M | Hold |
28,844
| – | – | 0.01% | 510 |
|
|
2020
Q3 | $1.38M | Hold |
28,844
| – | – | 0.01% | 510 |
|
|
2020
Q2 | $1.38M | Hold |
28,844
| – | – | 0.01% | 510 |
|
|
2020
Q1 | $1.38M | Hold |
28,844
| – | – | 0.01% | 510 |
|
|
2019
Q4 | $1.38M | Hold |
28,844
| – | – | 0.01% | 510 |
|
|
2019
Q3 | $1.38M | Hold |
28,844
| – | – | 0.01% | 510 |
|
|
2019
Q2 | $1.38M | Hold |
28,844
| – | – | 0.01% | 510 |
|
|
2019
Q1 | $1.38M | Buy |
28,844
+9,334
| +48% | +$445K | 0.01% | 510 |
|
|
2018
Q4 | $964K | Buy |
19,510
+981
| +5% | +$48.5K | 0.02% | 377 |
|
|
2018
Q3 | $1.12M | Buy |
18,529
+132
| +0.7% | +$7.96K | 0.03% | 310 |
|
|
2018
Q2 | $1.05M | Buy |
18,397
+4,112
| +29% | +$234K | 0.03% | 271 |
|
|
2018
Q1 | $890K | Buy |
14,285
+426
| +3% | +$26.5K | 0.04% | 233 |
|
|
2017
Q4 | $990K | Sell |
13,859
-509
| -4% | -$36.4K | 0.04% | 228 |
|
|
2017
Q3 | $911K | Buy |
14,368
+969
| +7% | +$61.4K | 0.04% | 214 |
|
|
2017
Q2 | $998K | Sell |
13,399
-6,497
| -33% | -$484K | 0.05% | 195 |
|
|
2017
Q1 | $1.42M | Sell |
19,896
-64,677
| -76% | -$4.62M | 0.08% | 164 |
|
|
2016
Q4 | $5.72M | Sell |
84,573
-1,159
| -1% | -$78.4K | 0.35% | 74 |
|
|
2016
Q3 | $5.42M | Buy |
85,732
+23,660
| +38% | +$1.5M | 0.37% | 79 |
|
|
2016
Q2 | $4.28M | Sell |
62,072
-150
| -0.2% | -$10.3K | 0.31% | 98 |
|
|
2016
Q1 | $3.9M | Buy |
62,222
+13,409
| +27% | +$840K | 0.34% | 94 |
|
|
2015
Q4 | $2.84M | Sell |
48,813
-9,406
| -16% | -$547K | 0.28% | 105 |
|
|
2015
Q3 | $3.17M | Sell |
58,219
-740
| -1% | -$40.3K | 0.32% | 104 |
|
|
2015
Q2 | $2.88M | Buy |
58,959
+24,125
| +69% | +$1.18M | 0.28% | 115 |
|
|
2015
Q1 | $1.74M | Buy |
34,834
+8,411
| +32% | +$421K | 0.18% | 126 |
|
|
2014
Q4 | $1.3M | Sell |
26,423
-21,763
| -45% | -$1.07M | 0.16% | 127 |
|
|
2014
Q3 | $2.21M | Sell |
48,186
-5,234
| -10% | -$240K | 0.32% | 93 |
|
|
2014
Q2 | $2.24M | Buy |
53,420
+44,411
| +493% | +$1.86M | 0.4% | 75 |
|
|
2014
Q1 | $337K | Sell |
9,009
-19,900
| -69% | -$744K | 0.05% | 115 |
|
|
2013
Q4 | $1.11M | Buy |
28,909
+10,924
| +61% | +$419K | 0.17% | 83 |
|
|
2013
Q3 | $618K | Buy |
+17,985
| New | +$618K | 0.16% | 86 |
|