Choate Investment Advisors’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 | $543K | Buy |
9,262
+869
| +10% | +$50.9K | 0.01% | 264 |
|
|
2025
Q1 | $504K | Sell |
8,393
-3,996
| -32% | -$240K | 0.01% | 254 |
|
|
2024
Q4 | $648K | Buy |
12,389
+4,869
| +65% | +$255K | 0.02% | 239 |
|
|
2024
Q3 | $384K | Buy |
7,520
+273
| +4% | +$13.9K | 0.01% | 289 |
|
|
2024
Q2 | $330K | Sell |
7,247
-2,399
| -25% | -$109K | 0.01% | 295 |
|
|
2024
Q1 | $421K | Buy |
9,646
+141
| +1% | +$6.15K | 0.01% | 281 |
|
|
2023
Q4 | $383K | Sell |
9,505
-834
| -8% | -$33.6K | 0.01% | 276 |
|
|
2023
Q3 | $435K | Buy |
10,339
+1,027
| +11% | +$43.2K | 0.02% | 252 |
|
|
2023
Q2 | $422K | Buy |
9,312
+2,039
| +28% | +$92.4K | 0.02% | 221 |
|
|
2023
Q1 | $325K | Buy |
7,273
+820
| +13% | +$36.6K | 0.02% | 220 |
|
|
2022
Q4 | $295K | Buy |
+6,453
| New | +$295K | 0.02% | 225 |
|
|
2021
Q2 | – | Sell |
-6,728
| Closed | -$344K | – | 365 |
|
|
2021
Q1 | $344K | Sell |
6,728
-521
| -7% | -$26.6K | 0.02% | 207 |
|
|
2020
Q4 | $297K | Sell |
7,249
-134
| -2% | -$5.49K | 0.02% | 209 |
|
|
2020
Q3 | $285K | Sell |
7,383
-333
| -4% | -$12.9K | 0.02% | 212 |
|
|
2020
Q2 | $303K | Sell |
7,716
-1,080
| -12% | -$42.4K | 0.02% | 195 |
|
|
2020
Q1 | $340K | Hold |
8,796
| – | – | 0.03% | 183 |
|
|
2019
Q4 | $439K | Sell |
8,796
-221
| -2% | -$11K | 0.03% | 166 |
|
|
2019
Q3 | $369K | Sell |
9,017
-706
| -7% | -$28.9K | 0.02% | 178 |
|
|
2019
Q2 | $460K | Hold |
9,723
| – | – | 0.03% | 166 |
|
|
2019
Q1 | $558K | Hold |
9,723
| – | – | 0.03% | 152 |
|
|
2018
Q4 | $480K | Sell |
9,723
-92
| -0.9% | -$4.54K | 0.03% | 153 |
|
|
2018
Q3 | $592K | Sell |
9,815
-897
| -8% | -$54.1K | 0.03% | 126 |
|
|
2018
Q2 | $608K | Sell |
10,712
-336
| -3% | -$19.1K | 0.04% | 143 |
|
|
2018
Q1 | $689K | Sell |
11,048
-290
| -3% | -$18.1K | 0.04% | 145 |
|
|
2017
Q4 | $810K | Sell |
11,338
-1,032
| -8% | -$73.7K | 0.04% | 140 |
|
|
2017
Q3 | $785K | Sell |
12,370
-1,429
| -10% | -$90.6K | 0.04% | 139 |
|
|
2017
Q2 | $1.03M | Sell |
13,799
-4,112
| -23% | -$306K | 0.06% | 115 |
|
|
2017
Q1 | $1.28M | Sell |
17,911
-285
| -2% | -$20.4K | 0.07% | 102 |
|
|
2016
Q4 | $1.23M | Sell |
18,196
-593
| -3% | -$40.1K | 0.08% | 101 |
|
|
2016
Q3 | $1.19M | Buy |
18,789
+1,970
| +12% | +$125K | 0.08% | 106 |
|
|
2016
Q2 | $1.16M | Buy |
16,819
+509
| +3% | +$35.1K | 0.08% | 101 |
|
|
2016
Q1 | $1.02M | Buy |
16,310
+3,792
| +30% | +$238K | 0.07% | 107 |
|
|
2015
Q4 | $617K | Sell |
12,518
-3,057
| -20% | -$151K | 0.04% | 148 |
|
|
2015
Q3 | $847K | Buy |
15,575
+2,985
| +24% | +$162K | 0.06% | 115 |
|
|
2015
Q2 | $616K | Sell |
12,590
-135
| -1% | -$6.6K | 0.04% | 143 |
|
|
2015
Q1 | $637K | Buy |
12,725
+207
| +2% | +$10.4K | 0.04% | 151 |
|
|
2014
Q4 | $617K | Sell |
12,518
-443
| -3% | -$21.8K | 0.04% | 150 |
|
|
2014
Q3 | $595K | Sell |
12,961
-121
| -0.9% | -$5.56K | 0.04% | 164 |
|
|
2014
Q2 | $549K | Sell |
13,082
-1,993
| -13% | -$83.6K | 0.03% | 172 |
|
|
2014
Q1 | $564K | Sell |
15,075
-2,968
| -16% | -$111K | 0.04% | 166 |
|
|
2013
Q4 | $693K | Buy |
18,043
+46
| +0.3% | +$1.77K | 0.05% | 150 |
|
|
2013
Q3 | $618K | Sell |
17,997
-565
| -3% | -$19.4K | 0.05% | 150 |
|
|
2013
Q2 | $649K | Buy |
+18,562
| New | +$649K | 0.05% | 146 |
|