EP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
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|
2025
Q1 | $4.45M | Sell |
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|
2024
Q4 | $4.2M | Sell |
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|
2024
Q3 | $4.14M | Buy |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $859K | Buy |
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|
2020
Q2 | $871K | Sell |
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|
2020
Q1 | $908K | Buy |
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|
2019
Q4 | $792K | Sell |
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|
2019
Q3 | $676K | Sell |
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|
2019
Q2 | $792K | Buy |
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|
2019
Q1 | $845K | Sell |
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|
2018
Q4 | $790K | Buy |
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|
2018
Q3 | $882K | Buy |
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|
2018
Q2 | $641K | Sell |
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|
2018
Q1 | $836K | Buy |
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|
2017
Q4 | $861K | Sell |
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|
2017
Q3 | $776K | Sell |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $920K | Sell |
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|
2016
Q4 | $830K | Sell |
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|
2016
Q3 | $1.03M | Buy |
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|
2016
Q2 | $1.05M | Buy |
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|
2016
Q1 | $951K | Sell |
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|
2015
Q4 | $922K | Buy |
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|
2015
Q3 | $821K | Buy |
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|
2015
Q2 | $711K | Sell |
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|
2015
Q1 | $808K | Buy |
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|
2014
Q4 | $658K | Sell |
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|
2014
Q3 | $620K | Buy |
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|
2014
Q2 | $405K | Buy |
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|
2014
Q1 | $335K | Sell |
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|
2013
Q4 | $514K | Buy |
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|
2013
Q3 | $403K | Sell |
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|
2013
Q2 | $508K | Buy |
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