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
2026 Q1	$931K	Sell	14,115 -34	-0.2%	-$2.19K	0.01%	181
2025 Q4	$816K	Buy	+14,149	New	+$854K	0.01%	170
2021 Q4	–	Sell	-8,580	Closed	-$391K	–	249
2021 Q3	$391K	Sell	8,580 -505	-6%	-$24.4K	0.02%	250
2021 Q2	$433K	Buy	+9,085	New	+$446K	0.02%	242
2021 Q1	–	Sell	-10,740	Closed	-$440K	–	171
2020 Q4	$440K	Buy	+10,740	New	+$431K	0.02%	150
2020 Q3	–	Sell	-10,363	Closed	-$407K	–	159
2020 Q2	$407K	Buy	+10,363	New	+$404K	0.02%	144
2019 Q4	$564K	Sell	11,310 -170	-1%	-$8.02K	0.04%	132
2019 Q3	$470K	Buy	+11,480	New	+$528K	0.04%	127
2019 Q1	–	Sell	-24,234	Closed	-$1.2M	–	129
2018 Q4	$1.2M	Buy	24,234 +3,982	+20%	+$231K	0.12%	94
2018 Q3	$1.22M	Buy	20,252 +166	+0.8%	+$9.86K	0.11%	82
2018 Q2	$1.14M	Sell	20,086 -90	-0.4%	-$5.19K	0.11%	82
2018 Q1	$1.26M	Sell	20,176 -571	-3%	-$37.8K	0.13%	78
2017 Q4	$1.48M	Buy	20,747 +669	+3%	+$44.8K	0.15%	64
2017 Q3	$1.27M	Buy	20,078 +837	+4%	+$55.8K	0.13%	84
2017 Q2	$1.43M	Sell	19,241 -635	-3%	-$46.5K	0.16%	77
2017 Q1	$1.42M	Sell	19,876 -361	-2%	-$26.1K	0.16%	81
2016 Q4	$1.37M	Buy	20,237 +779	+4%	+$50.2K	0.16%	75
2016 Q3	$1.23M	Buy	+19,458	New	+$1.29M	0.15%	78
2016 Q1	–	Sell	-10,954	Closed	-$638K	–	111
2015 Q4	$638K	Buy	10,954 +247	+2%	+$14.3K	0.11%	91
2015 Q3	$582K	Buy	10,707 +4,613	+76%	+$247K	0.11%	96
2015 Q2	$298K	Buy	+6,094	New	+$309K	0.06%	129