EHC
Everett Harris & Co’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
21,726
+4,425
| +26% | +$259K | 0.02% | 136 |
|
|
2025
Q1 | $1.04M | Buy |
17,301
+31
| +0.2% | +$1.86K | 0.01% | 143 |
|
|
2024
Q4 | $903K | Buy |
17,270
+90
| +0.5% | +$4.71K | 0.01% | 146 |
|
|
2024
Q3 | $877K | Buy |
17,180
+500
| +3% | +$25.5K | 0.01% | 147 |
|
|
2024
Q2 | $760K | Sell |
16,680
-120
| -0.7% | -$5.47K | 0.01% | 150 |
|
|
2024
Q1 | $733K | Buy |
16,800
+966
| +6% | +$42.1K | 0.01% | 157 |
|
|
2023
Q4 | $639K | Sell |
15,834
-144
| -0.9% | -$5.81K | 0.01% | 157 |
|
|
2023
Q3 | $672K | Buy |
15,978
+103
| +0.6% | +$4.33K | 0.01% | 151 |
|
|
2023
Q2 | $719K | Hold |
15,875
| – | – | 0.01% | 151 |
|
|
2023
Q1 | $708K | Hold |
15,875
| – | – | 0.01% | 150 |
|
|
2022
Q4 | $726K | Sell |
15,875
-12,628
| -44% | -$578K | 0.01% | 147 |
|
|
2022
Q3 | $1.15M | Sell |
28,503
-2,142
| -7% | -$86.5K | 0.02% | 119 |
|
|
2022
Q2 | $1.28M | Buy |
30,645
+197
| +0.6% | +$8.23K | 0.02% | 116 |
|
|
2022
Q1 | $1.59M | Buy |
30,448
+1,800
| +6% | +$94.1K | 0.02% | 112 |
|
|
2021
Q4 | $1.36M | Buy |
28,648
+1,898
| +7% | +$90K | 0.02% | 122 |
|
|
2021
Q3 | $1.22M | Buy |
26,750
+5,057
| +23% | +$230K | 0.02% | 129 |
|
|
2021
Q2 | $1.03M | Buy |
21,693
+1,116
| +5% | +$53.2K | 0.02% | 139 |
|
|
2021
Q1 | $1.05M | Buy |
20,577
+10,096
| +96% | +$517K | 0.02% | 134 |
|
|
2020
Q4 | $430K | Sell |
10,481
-1,400
| -12% | -$57.4K | 0.01% | 187 |
|
|
2020
Q3 | $459K | Hold |
11,881
| – | – | 0.01% | 171 |
|
|
2020
Q2 | $466K | Sell |
11,881
-297
| -2% | -$11.6K | 0.01% | 162 |
|
|
2020
Q1 | $471K | Buy |
12,178
+4,700
| +63% | +$182K | 0.01% | 154 |
|
|
2019
Q4 | $373K | Buy |
7,478
+300
| +4% | +$15K | 0.01% | 201 |
|
|
2019
Q3 | $294K | Sell |
7,178
-2,100
| -23% | -$86K | 0.01% | 210 |
|
|
2019
Q2 | $439K | Buy |
9,278
+1,500
| +19% | +$71K | 0.01% | 186 |
|
|
2019
Q1 | $447K | Sell |
7,778
-761
| -9% | -$43.7K | 0.01% | 182 |
|
|
2018
Q4 | $422K | Buy |
8,539
+100
| +1% | +$4.94K | 0.01% | 173 |
|
|
2018
Q3 | $509K | Sell |
8,439
-400
| -5% | -$24.1K | 0.01% | 172 |
|
|
2018
Q2 | $502K | Buy |
8,839
+750
| +9% | +$42.6K | 0.01% | 165 |
|
|
2018
Q1 | $504K | Buy |
8,089
+100
| +1% | +$6.23K | 0.01% | 160 |
|
|
2017
Q4 | $570K | Hold |
7,989
| – | – | 0.02% | 160 |
|
|
2017
Q3 | $507K | Hold |
7,989
| – | – | 0.02% | 172 |
|
|
2017
Q2 | $595K | Buy |
7,989
+1,400
| +21% | +$104K | 0.02% | 158 |
|
|
2017
Q1 | $471K | Buy |
6,589
+1,000
| +18% | +$71.5K | 0.02% | 169 |
|
|
2016
Q4 | $378K | Hold |
5,589
| – | – | 0.01% | 181 |
|
|
2016
Q3 | $353K | Hold |
5,589
| – | – | 0.01% | 188 |
|
|
2016
Q2 | $385K | Sell |
5,589
-26,700
| -83% | -$1.84M | 0.01% | 186 |
|
|
2016
Q1 | $2.02M | Hold |
32,289
| – | – | 0.07% | 109 |
|
|
2015
Q4 | $1.88M | Hold |
32,289
| – | – | 0.07% | 105 |
|
|
2015
Q3 | $1.76M | Hold |
32,289
| – | – | 0.06% | 110 |
|
|
2015
Q2 | $1.58M | Hold |
32,289
| – | – | 0.06% | 110 |
|
|
2015
Q1 | $1.62M | Hold |
32,289
| – | – | 0.06% | 106 |
|
|
2014
Q4 | $1.59M | Hold |
32,289
| – | – | 0.05% | 109 |
|
|
2014
Q3 | $1.48M | Hold |
32,289
| – | – | 0.05% | 106 |
|
|
2014
Q2 | $1.35M | Hold |
32,289
| – | – | 0.05% | 108 |
|
|
2014
Q1 | $1.21M | Buy |
32,289
+297
| +0.9% | +$11.1K | 0.05% | 106 |
|
|
2013
Q4 | $1.23M | Hold |
31,992
| – | – | 0.05% | 102 |
|
|
2013
Q3 | $1.1M | Hold |
31,992
| – | – | 0.04% | 98 |
|
|
2013
Q2 | $1.12M | Buy |
+31,992
| New | +$1.12M | 0.05% | 103 |
|