CWS Financial 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 | $899K | Buy |
15,339
+70
| +0.5% | +$4.1K | 0.26% | 49 |
|
|
2025
Q1 | $916K | Buy |
15,269
+99
| +0.7% | +$5.94K | 0.29% | 44 |
|
|
2024
Q4 | $793K | Buy |
15,170
+86
| +0.6% | +$4.5K | 0.26% | 44 |
|
|
2024
Q3 | $770K | Buy |
15,084
+87
| +0.6% | +$4.44K | 0.27% | 42 |
|
|
2024
Q2 | $683K | Buy |
14,997
+77
| +0.5% | +$3.51K | 0.27% | 41 |
|
|
2024
Q1 | $651K | Sell |
14,920
-2,013
| -12% | -$87.8K | 0.27% | 40 |
|
|
2023
Q4 | $683K | Sell |
16,933
-74
| -0.4% | -$2.99K | 0.26% | 56 |
|
|
2023
Q3 | $715K | Sell |
17,007
-237
| -1% | -$9.97K | 0.29% | 56 |
|
|
2023
Q2 | $781K | Buy |
17,244
+211
| +1% | +$9.56K | 0.3% | 54 |
|
|
2023
Q1 | $760K | Sell |
17,033
-2,005
| -11% | -$89.5K | 0.3% | 56 |
|
|
2022
Q4 | $974K | Buy |
19,038
+2,597
| +16% | +$133K | 0.42% | 35 |
|
|
2022
Q3 | $664K | Buy |
16,441
+849
| +5% | +$34.3K | 0.32% | 57 |
|
|
2022
Q2 | $651K | Sell |
15,592
-171
| -1% | -$7.14K | 0.3% | 60 |
|
|
2022
Q1 | $824K | Sell |
15,763
-17
| -0.1% | -$889 | 0.31% | 55 |
|
|
2021
Q4 | $748K | Buy |
+15,780
| New | +$748K | 0.26% | 64 |
|
|
2021
Q2 | $834K | Sell |
17,494
-1,544
| -8% | -$73.6K | 0.33% | 54 |
|
|
2021
Q1 | $974K | Buy |
19,038
+509
| +3% | +$26K | 0.42% | 35 |
|
|
2020
Q4 | $760K | Buy |
18,529
+2,237
| +14% | +$91.8K | 0.44% | 48 |
|
|
2020
Q3 | $630K | Sell |
16,292
-5,212
| -24% | -$202K | 0.42% | 53 |
|
|
2020
Q2 | $844K | Buy |
21,504
+750
| +4% | +$29.4K | 0.61% | 26 |
|
|
2020
Q1 | $1.04M | Sell |
20,754
-8,092
| -28% | -$404K | 0.77% | 17 |
|
|
2019
Q4 | $1.44M | Buy |
+28,846
| New | +$1.44M | 1.05% | 11 |
|