CLA (CliftonLarsonAllen) Wealth Advisors’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
Q4 | $816K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $391K | Sell |
|
|||||
|
2021
Q2 | $433K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $440K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $407K | Buy |
|
|||||
|
2019
Q4 | $564K | Sell |
|
|||||
|
2019
Q3 | $470K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $1.2M | Buy |
|
|||||
|
2018
Q3 | $1.22M | Buy |
|
|||||
|
2018
Q2 | $1.14M | Sell |
|
|||||
|
2018
Q1 | $1.26M | Sell |
|
|||||
|
2017
Q4 | $1.48M | Buy |
|
|||||
|
2017
Q3 | $1.27M | Buy |
|
|||||
|
2017
Q2 | $1.43M | Sell |
|
|||||
|
2017
Q1 | $1.42M | Sell |
|
|||||
|
2016
Q4 | $1.37M | Buy |
|
|||||
|
2016
Q3 | $1.23M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $638K | Buy |
|
|||||
|
2015
Q3 | $582K | Buy |
|
|||||
|
2015
Q2 | $298K | Buy |
|