DAS
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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