Carson Wealth (CWM LLC)’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.6M | Buy |
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|
2025
Q2 | $20.7M | Buy |
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|
2025
Q1 | $20.2M | Buy |
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|
2024
Q4 | $17.1M | Buy |
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|
2024
Q3 | $15.6M | Buy |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $8.89M | Buy |
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|
2023
Q3 | $7.59M | Buy |
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|
2023
Q2 | $6.84M | Buy |
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|
2023
Q1 | $5.69M | Buy |
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|
2022
Q4 | $4.54M | Buy |
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|
2022
Q3 | $2.78M | Buy |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $2.61M | Buy |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q2 | $1.38M | Hold |
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|
2021
Q1 | $1.38M | Hold |
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|
2020
Q4 | $1.38M | Hold |
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|
2020
Q3 | $1.38M | Hold |
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|
2020
Q2 | $1.38M | Hold |
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|
2020
Q1 | $1.38M | Hold |
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|
2019
Q4 | $1.38M | Hold |
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|
2019
Q3 | $1.38M | Hold |
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|
2019
Q2 | $1.38M | Hold |
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|
2019
Q1 | $1.38M | Buy |
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|
2018
Q4 | $964K | Buy |
|
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $1.04M | Buy |
|
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|
2018
Q1 | $890K | Buy |
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|
2017
Q4 | $990K | Sell |
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|
2017
Q3 | $911K | Buy |
|
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|
2017
Q2 | $998K | Sell |
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|
2017
Q1 | $1.42M | Sell |
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|
2016
Q4 | $5.72M | Sell |
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|
2016
Q3 | $5.42M | Buy |
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|
2016
Q2 | $4.28M | Sell |
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|
2016
Q1 | $3.9M | Buy |
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|
2015
Q4 | $2.84M | Sell |
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|
2015
Q3 | $3.17M | Sell |
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|
2015
Q2 | $2.88M | Buy |
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|
2015
Q1 | $1.74M | Buy |
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|
2014
Q4 | $1.3M | Sell |
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|
2014
Q3 | $2.21M | Sell |
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|
2014
Q2 | $2.24M | Buy |
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|
2014
Q1 | $337K | Sell |
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|
2013
Q4 | $1.11M | Buy |
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|
2013
Q3 | $618K | Buy |
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