EWM
Empirical Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
322,451
+10,181
| +3% | +$597K | 0.43% | 47 |
|
|
2025
Q1 | $18.7M | Buy |
312,270
+267,483
| +597% | +$16.1M | 0.48% | 37 |
|
|
2024
Q4 | $2.34M | Buy |
44,787
+5,720
| +15% | +$299K | 0.06% | 173 |
|
|
2024
Q3 | $1.99M | Buy |
39,067
+3,797
| +11% | +$194K | 0.06% | 191 |
|
|
2024
Q2 | $1.61M | Sell |
35,270
-4,872
| -12% | -$222K | 0.05% | 202 |
|
|
2024
Q1 | $1.75M | Buy |
40,142
+6,009
| +18% | +$262K | 0.05% | 193 |
|
|
2023
Q4 | $1.38M | Buy |
34,133
+2,878
| +9% | +$116K | 0.05% | 206 |
|
|
2023
Q3 | $1.31M | Buy |
31,255
+573
| +2% | +$24.1K | 0.05% | 198 |
|
|
2023
Q2 | $1.39M | Sell |
30,682
-988
| -3% | -$44.8K | 0.06% | 194 |
|
|
2023
Q1 | $1.41M | Buy |
31,670
+5,627
| +22% | +$251K | 0.06% | 170 |
|
|
2022
Q4 | $1.19M | Buy |
26,043
+4,002
| +18% | +$183K | 0.06% | 185 |
|
|
2022
Q3 | $890K | Sell |
22,041
-415
| -2% | -$16.8K | 0.05% | 210 |
|
|
2022
Q2 | $938K | Buy |
22,456
+11,260
| +101% | +$470K | 0.05% | 205 |
|
|
2022
Q1 | $585K | Sell |
11,196
-1,762
| -14% | -$92.1K | 0.03% | 299 |
|
|
2021
Q4 | $614K | Sell |
12,958
-732
| -5% | -$34.7K | 0.03% | 299 |
|
|
2021
Q3 | $623K | Sell |
13,690
-3,992
| -23% | -$182K | 0.04% | 256 |
|
|
2021
Q2 | $843K | Buy |
17,682
+4,827
| +38% | +$230K | 0.05% | 211 |
|
|
2021
Q1 | $658K | Sell |
12,855
-1,074
| -8% | -$55K | 0.05% | 209 |
|
|
2020
Q4 | $571K | Buy |
13,929
+252
| +2% | +$10.3K | 0.04% | 230 |
|
|
2020
Q3 | $528K | Buy |
13,677
+274
| +2% | +$10.6K | 0.05% | 206 |
|
|
2020
Q2 | $526K | Sell |
13,403
-921
| -6% | -$36.1K | 0.05% | 203 |
|
|
2020
Q1 | $554K | Sell |
14,324
-4,074
| -22% | -$158K | 0.06% | 164 |
|
|
2019
Q4 | $918K | Buy |
18,398
+4,034
| +28% | +$201K | 0.1% | 127 |
|
|
2019
Q3 | $587K | Sell |
14,364
-269
| -2% | -$11K | 0.07% | 155 |
|
|
2019
Q2 | $693K | Buy |
14,633
+1,949
| +15% | +$92.3K | 0.09% | 123 |
|
|
2019
Q1 | $728K | Buy |
12,684
+1,076
| +9% | +$61.8K | 0.11% | 116 |
|
|
2018
Q4 | $573K | Buy |
11,608
+206
| +2% | +$10.2K | 0.1% | 112 |
|
|
2018
Q3 | $688K | Buy |
11,402
+616
| +6% | +$37.2K | 0.12% | 98 |
|
|
2018
Q2 | $613K | Buy |
10,786
+2,915
| +37% | +$166K | 0.11% | 94 |
|
|
2018
Q1 | $490K | Sell |
7,871
-721
| -8% | -$44.9K | 0.1% | 101 |
|
|
2017
Q4 | $614K | Buy |
8,592
+4,899
| +133% | +$350K | 0.13% | 77 |
|
|
2017
Q3 | $234K | Buy |
3,693
+200
| +6% | +$12.7K | 0.05% | 124 |
|
|
2017
Q2 | $260K | Buy |
+3,493
| New | +$260K | 0.06% | 114 |
|
|
2014
Q4 | – | Sell |
-4,900
| Closed | -$225K | – | 101 |
|
|
2014
Q3 | $225K | Buy |
+4,900
| New | +$225K | 0.05% | 94 |
|