Evermay Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.5K | Hold |
1,517
| – | – | 0.01% | 277 |
|
|
2025
Q1 | $92.6K | Hold |
1,517
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $80.9K | Hold |
1,517
| – | – | 0.01% | 278 |
|
|
2024
Q3 | $79K | Sell |
1,517
-362
| -19% | -$18.8K | 0.01% | 289 |
|
|
2024
Q2 | $87.1K | Hold |
1,879
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $83.5K | Sell |
1,879
-932
| -33% | -$41.4K | 0.01% | 299 |
|
|
2023
Q4 | $116K | Sell |
2,811
-45
| -2% | -$1.85K | 0.02% | 235 |
|
|
2023
Q3 | $123K | Sell |
2,856
-305
| -10% | -$13.1K | 0.03% | 212 |
|
|
2023
Q2 | $146K | Sell |
3,161
-55
| -2% | -$2.54K | 0.03% | 204 |
|
|
2023
Q1 | $146K | Hold |
3,216
| – | – | 0.03% | 206 |
|
|
2022
Q4 | $150K | Sell |
3,216
-123
| -4% | -$5.73K | 0.03% | 190 |
|
|
2022
Q3 | $138K | Sell |
3,339
-200
| -6% | -$8.27K | 0.03% | 191 |
|
|
2022
Q2 | $151K | Buy |
3,539
+997
| +39% | +$42.5K | 0.03% | 185 |
|
|
2022
Q1 | $133K | Sell |
2,542
-1,725
| -40% | -$90.3K | 0.02% | 222 |
|
|
2021
Q4 | $202K | Sell |
4,267
-72
| -2% | -$3.41K | 0.04% | 172 |
|
|
2021
Q3 | $198K | Sell |
4,339
-1,200
| -22% | -$54.8K | 0.04% | 160 |
|
|
2021
Q2 | $264K | Sell |
5,539
-122
| -2% | -$5.82K | 0.05% | 153 |
|
|
2021
Q1 | $290K | Sell |
5,661
-90
| -2% | -$4.61K | 0.06% | 144 |
|
|
2020
Q4 | $236K | Sell |
5,751
-719
| -11% | -$29.5K | 0.05% | 154 |
|
|
2020
Q3 | $250K | Sell |
6,470
-40
| -0.6% | -$1.55K | 0.06% | 138 |
|
|
2020
Q2 | $256K | Buy |
6,510
+650
| +11% | +$25.6K | 0.07% | 124 |
|
|
2020
Q1 | $227K | Sell |
5,860
-1,400
| -19% | -$54.2K | 0.07% | 124 |
|
|
2019
Q4 | $362K | Buy |
7,260
+1,400
| +24% | +$69.8K | 0.09% | 107 |
|
|
2019
Q3 | $240K | Sell |
5,860
-775
| -12% | -$31.7K | 0.07% | 131 |
|
|
2019
Q2 | $314K | Sell |
6,635
-738
| -10% | -$34.9K | 0.09% | 108 |
|
|
2019
Q1 | $423K | Sell |
7,373
-1,460
| -17% | -$83.8K | 0.12% | 84 |
|
|
2018
Q4 | $436K | Sell |
8,833
-100
| -1% | -$4.94K | 0.14% | 73 |
|
|
2018
Q3 | $539K | Sell |
8,933
-1,160
| -11% | -$70K | 0.17% | 64 |
|
|
2018
Q2 | $573K | Sell |
10,093
-3,089
| -23% | -$175K | 0.19% | 59 |
|
|
2018
Q1 | $822K | Buy |
13,182
+3,238
| +33% | +$202K | 0.28% | 44 |
|
|
2017
Q4 | $710K | Buy |
9,944
+5,165
| +108% | +$369K | 0.26% | 45 |
|
|
2017
Q3 | $303K | Buy |
4,779
+280
| +6% | +$17.8K | 0.13% | 68 |
|
|
2017
Q2 | $335K | Hold |
4,499
| – | – | 0.15% | 54 |
|
|
2017
Q1 | $321K | Buy |
4,499
+1,400
| +45% | +$99.9K | 0.14% | 57 |
|
|
2016
Q4 | $210K | Buy |
+3,099
| New | +$210K | 0.1% | 75 |
|
|
2016
Q3 | – | Sell |
-3,099
| Closed | -$214K | – | 76 |
|
|
2016
Q2 | $214K | Sell |
3,099
-500
| -14% | -$34.5K | 0.11% | 70 |
|
|
2016
Q1 | $226K | Hold |
3,599
| – | – | 0.13% | 70 |
|
|
2015
Q4 | $209K | Buy |
+3,599
| New | +$209K | 0.12% | 74 |
|
|
2015
Q1 | – | Sell |
-4,988
| Closed | -$246K | – | 91 |
|
|
2014
Q4 | $246K | Buy |
4,988
+18
| +0.4% | +$888 | 0.16% | 74 |
|
|
2014
Q3 | $228K | Buy |
+4,970
| New | +$228K | 0.2% | 72 |
|