EWM
Evercore Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
12,787
-79
| -0.6% | -$4.63K | 0.01% | 237 |
|
|
2025
Q1 | $772K | Buy |
12,866
+910
| +8% | +$54.6K | 0.01% | 236 |
|
|
2024
Q4 | $625K | Buy |
11,956
+2
| +0% | +$105 | 0.01% | 254 |
|
|
2024
Q3 | $610K | Buy |
11,954
+94
| +0.8% | +$4.8K | 0.01% | 255 |
|
|
2024
Q2 | $540K | Sell |
11,860
-500
| -4% | -$22.8K | 0.01% | 268 |
|
|
2024
Q1 | $539K | Sell |
12,360
-175
| -1% | -$7.63K | 0.01% | 271 |
|
|
2023
Q4 | $506K | Buy |
12,535
+138
| +1% | +$5.57K | 0.01% | 282 |
|
|
2023
Q3 | $521K | Sell |
12,397
-640
| -5% | -$26.9K | 0.01% | 269 |
|
|
2023
Q2 | $591K | Sell |
13,037
-3,993
| -23% | -$181K | 0.01% | 261 |
|
|
2023
Q1 | $760K | Buy |
17,030
+1,262
| +8% | +$56.3K | 0.02% | 237 |
|
|
2022
Q4 | $721K | Sell |
15,768
-222
| -1% | -$10.1K | 0.02% | 239 |
|
|
2022
Q3 | $646K | Hold |
15,990
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $668K | Sell |
15,990
-600
| -4% | -$25.1K | 0.01% | 244 |
|
|
2022
Q1 | $867K | Sell |
16,590
-100
| -0.6% | -$5.23K | 0.02% | 240 |
|
|
2021
Q4 | $791K | Sell |
16,690
-1,500
| -8% | -$71.1K | 0.01% | 250 |
|
|
2021
Q3 | $828K | Sell |
18,190
-4,860
| -21% | -$221K | 0.02% | 236 |
|
|
2021
Q2 | $1.1M | Sell |
23,050
-89
| -0.4% | -$4.24K | 0.02% | 218 |
|
|
2021
Q1 | $1.18M | Sell |
23,139
-93
| -0.4% | -$4.76K | 0.02% | 208 |
|
|
2020
Q4 | $953K | Buy |
23,232
+640
| +3% | +$26.3K | 0.02% | 222 |
|
|
2020
Q3 | $873K | Sell |
22,592
-148
| -0.7% | -$5.72K | 0.02% | 209 |
|
|
2020
Q2 | $892K | Sell |
22,740
-3,900
| -15% | -$153K | 0.02% | 200 |
|
|
2020
Q1 | $1.03M | Sell |
26,640
-2,259
| -8% | -$87.3K | 0.03% | 176 |
|
|
2019
Q4 | $1.44M | Sell |
28,899
-651
| -2% | -$32.5K | 0.04% | 180 |
|
|
2019
Q3 | $1.21M | Sell |
29,550
-21,568
| -42% | -$882K | 0.04% | 185 |
|
|
2019
Q2 | $2.42M | Buy |
51,118
+8,964
| +21% | +$425K | 0.07% | 136 |
|
|
2019
Q1 | $2.42M | Sell |
42,154
-7,032
| -14% | -$404K | 0.08% | 131 |
|
|
2018
Q4 | $2.43M | Sell |
49,186
-1,560
| -3% | -$77.1K | 0.09% | 119 |
|
|
2018
Q3 | $3.06M | Sell |
50,746
-13,029
| -20% | -$786K | 0.1% | 115 |
|
|
2018
Q2 | $3.62M | Buy |
63,775
+1,528
| +2% | +$86.8K | 0.12% | 103 |
|
|
2018
Q1 | $3.88M | Sell |
62,247
-1,465
| -2% | -$91.3K | 0.15% | 95 |
|
|
2017
Q4 | $4.55M | Sell |
63,712
-100
| -0.2% | -$7.14K | 0.17% | 86 |
|
|
2017
Q3 | $4.05M | Buy |
63,812
+1,216
| +2% | +$77.1K | 0.16% | 93 |
|
|
2017
Q2 | $4.66M | Sell |
62,596
-3,097
| -5% | -$231K | 0.18% | 87 |
|
|
2017
Q1 | $4.69M | Buy |
65,693
+696
| +1% | +$49.7K | 0.18% | 90 |
|
|
2016
Q4 | $4.4M | Sell |
64,997
-1,932
| -3% | -$131K | 0.18% | 93 |
|
|
2016
Q3 | $4.23M | Buy |
66,929
+19,351
| +41% | +$1.22M | 0.18% | 98 |
|
|
2016
Q2 | $3.28M | Buy |
47,578
+1,144
| +2% | +$78.9K | 0.14% | 102 |
|
|
2016
Q1 | $2.91M | Buy |
46,434
+3,694
| +9% | +$231K | 0.13% | 105 |
|
|
2015
Q4 | $2.49M | Buy |
42,740
+6,292
| +17% | +$366K | 0.12% | 117 |
|
|
2015
Q3 | $1.98M | Sell |
36,448
-42
| -0.1% | -$2.28K | 0.09% | 125 |
|
|
2015
Q2 | $1.79M | Buy |
36,490
+1,287
| +4% | +$63.1K | 0.08% | 147 |
|
|
2015
Q1 | $1.76M | Buy |
35,203
+2,729
| +8% | +$136K | 0.08% | 150 |
|
|
2014
Q4 | $1.6M | Sell |
32,474
-6,454
| -17% | -$318K | 0.08% | 137 |
|
|
2014
Q3 | $1.79M | Buy |
38,928
+1,190
| +3% | +$54.7K | 0.09% | 144 |
|
|
2014
Q2 | $1.58M | Buy |
37,738
+8,026
| +27% | +$336K | 0.08% | 150 |
|
|
2014
Q1 | $1.11M | Sell |
29,712
-42,400
| -59% | -$1.59M | 0.06% | 173 |
|
|
2013
Q4 | $2.77M | Buy |
72,112
+40,303
| +127% | +$1.55M | 0.15% | 125 |
|
|
2013
Q3 | $1.09M | Sell |
31,809
-173
| -0.5% | -$5.94K | 0.06% | 203 |
|
|
2013
Q2 | $1.12M | Buy |
+31,982
| New | +$1.12M | 0.06% | 198 |
|