EverSource Wealth Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Sell |
10,277
-102
| -1% | -$5.98K | 0.03% | 395 |
|
|
2025
Q1 | $623K | Buy |
10,379
+639
| +7% | +$38.4K | 0.03% | 341 |
|
|
2024
Q4 | $509K | Buy |
9,740
+463
| +5% | +$24.2K | 0.03% | 364 |
|
|
2024
Q3 | $474K | Buy |
9,277
+464
| +5% | +$23.7K | 0.03% | 339 |
|
|
2024
Q2 | $432K | Buy |
8,813
+2,993
| +51% | +$147K | 0.03% | 346 |
|
|
2024
Q1 | $255K | Buy |
5,820
+1,344
| +30% | +$58.9K | 0.02% | 427 |
|
|
2023
Q4 | $181K | Sell |
4,476
-16
| -0.4% | -$645 | 0.02% | 461 |
|
|
2023
Q3 | $189K | Sell |
4,492
-542
| -11% | -$22.8K | 0.02% | 411 |
|
|
2023
Q2 | $228K | Buy |
5,034
+799
| +19% | +$36.2K | 0.03% | 374 |
|
|
2023
Q1 | $189K | Sell |
4,235
-9
| -0.2% | -$402 | 0.02% | 377 |
|
|
2022
Q4 | $194K | Sell |
4,244
-5
| -0.1% | -$229 | 0.03% | 357 |
|
|
2022
Q3 | $171K | Buy |
4,249
+1,760
| +71% | +$70.8K | 0.04% | 323 |
|
|
2022
Q2 | $103K | Sell |
2,489
-11
| -0.4% | -$455 | 0.03% | 369 |
|
|
2022
Q1 | $130K | Buy |
2,500
+1,039
| +71% | +$54K | 0.03% | 299 |
|
|
2021
Q4 | $69K | Buy |
+1,461
| New | +$69K | 0.02% | 365 |
|