DAS
Dynamic Advisor Solutions’s Altria Group MO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.19M | Buy |
71,458
+519
| +0.7% | +$30.4K | 0.13% | 188 |
|
2025
Q1 | $4.26M | Sell |
70,939
-656
| -0.9% | -$39.4K | 0.14% | 175 |
|
2024
Q4 | $3.74M | Buy |
71,595
+191
| +0.3% | +$9.99K | 0.16% | 145 |
|
2024
Q3 | $3.64M | Sell |
71,404
-768
| -1% | -$39.2K | 0.11% | 210 |
|
2024
Q2 | $3.29M | Sell |
72,172
-3,404
| -5% | -$155K | 0.1% | 225 |
|
2024
Q1 | $3.3M | Buy |
75,576
+2,608
| +4% | +$114K | 0.11% | 222 |
|
2023
Q4 | $3.03M | Sell |
72,968
-1,081
| -1% | -$44.9K | 0.11% | 222 |
|
2023
Q3 | $3.11M | Buy |
74,049
+2,692
| +4% | +$113K | 0.15% | 175 |
|
2023
Q2 | $3.23M | Sell |
71,357
-1,427
| -2% | -$64.6K | 0.17% | 162 |
|
2023
Q1 | $3.25M | Sell |
72,784
-5,528
| -7% | -$247K | 0.19% | 142 |
|
2022
Q4 | $3.58M | Buy |
78,312
+1,903
| +2% | +$87K | 0.24% | 104 |
|
2022
Q3 | $3.09M | Buy |
76,409
+21,278
| +39% | +$859K | 0.24% | 101 |
|
2022
Q2 | $2.3M | Buy |
55,131
+5,811
| +12% | +$243K | 0.18% | 139 |
|
2022
Q1 | $2.58M | Sell |
49,320
-1,857
| -4% | -$97K | 0.18% | 131 |
|
2021
Q4 | $2.43M | Sell |
51,177
-3,937
| -7% | -$187K | 0.17% | 139 |
|
2021
Q3 | $2.51M | Buy |
55,114
+9,028
| +20% | +$411K | 0.19% | 134 |
|
2021
Q2 | $2.2M | Buy |
46,086
+4,155
| +10% | +$198K | 0.17% | 141 |
|
2021
Q1 | $2.15M | Buy |
41,931
+843
| +2% | +$43.1K | 0.2% | 128 |
|
2020
Q4 | $1.69M | Sell |
41,088
-28,427
| -41% | -$1.17M | 0.16% | 159 |
|
2020
Q3 | $2.69M | Sell |
69,515
-718
| -1% | -$27.7K | 0.3% | 91 |
|
2020
Q2 | $2.76M | Buy |
70,233
+2,699
| +4% | +$106K | 0.37% | 77 |
|
2020
Q1 | $2.61M | Sell |
67,534
-9,954
| -13% | -$385K | 0.48% | 47 |
|
2019
Q4 | $3.87M | Buy |
77,488
+2,009
| +3% | +$100K | 0.53% | 40 |
|
2019
Q3 | $3.09M | Sell |
75,479
-5,842
| -7% | -$239K | 0.48% | 55 |
|
2019
Q2 | $3.85M | Buy |
81,321
+34,403
| +73% | +$1.63M | 0.62% | 37 |
|
2019
Q1 | $2.7M | Sell |
46,918
-67
| -0.1% | -$3.85K | 0.51% | 52 |
|
2018
Q4 | $2.08M | Buy |
46,985
+2,644
| +6% | +$117K | 0.44% | 61 |
|
2018
Q3 | $2.67M | Sell |
44,341
-3,193
| -7% | -$193K | 0.55% | 45 |
|
2018
Q2 | $2.7M | Buy |
47,534
+432
| +0.9% | +$24.5K | 0.61% | 40 |
|
2018
Q1 | $2.94M | Buy |
47,102
+5,904
| +14% | +$368K | 0.75% | 32 |
|
2017
Q4 | $2.94M | Sell |
41,198
-1,033
| -2% | -$73.8K | 0.96% | 28 |
|
2017
Q3 | $2.68M | Sell |
42,231
-2,627
| -6% | -$167K | 1.06% | 20 |
|
2017
Q2 | $3.34M | Sell |
44,858
-366
| -0.8% | -$27.3K | 1.29% | 18 |
|
2017
Q1 | $3.23M | Buy |
45,224
+6,775
| +18% | +$484K | 1.26% | 20 |
|
2016
Q4 | $2.6M | Buy |
38,449
+866
| +2% | +$58.6K | 1.04% | 27 |
|
2016
Q3 | $2.38M | Sell |
37,583
-1,563
| -4% | -$98.8K | 0.9% | 23 |
|
2016
Q2 | $2.7M | Sell |
39,146
-1,607
| -4% | -$111K | 1.09% | 22 |
|
2016
Q1 | $2.55M | Sell |
40,753
-1,597
| -4% | -$100K | 1.08% | 23 |
|
2015
Q4 | $2.47M | Sell |
42,350
-287
| -0.7% | -$16.7K | 1.02% | 26 |
|
2015
Q3 | $2.32M | Sell |
42,637
-68
| -0.2% | -$3.7K | 1.17% | 24 |
|
2015
Q2 | $2.09M | Sell |
42,705
-700
| -2% | -$34.2K | 1.22% | 23 |
|
2015
Q1 | $2.17M | Buy |
43,405
+447
| +1% | +$22.4K | 1.09% | 25 |
|
2014
Q4 | $2.12M | Buy |
42,958
+474
| +1% | +$23.4K | 1.14% | 22 |
|
2014
Q3 | $1.95M | Sell |
42,484
-10,804
| -20% | -$496K | 1.06% | 23 |
|
2014
Q2 | $2.24M | Buy |
53,288
+35,415
| +198% | +$1.49M | 1.34% | 14 |
|
2014
Q1 | $669K | Buy |
17,873
+656
| +4% | +$24.6K | 0.46% | 76 |
|
2013
Q4 | $661K | Buy |
+17,217
| New | +$661K | 0.49% | 67 |
|