First Personal Financial Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $61.2K | Buy |
1,199
+8
| +0.7% | +$404 | 0.01% | 186 |
|
|
2024
Q2 | $54.3K | Buy |
1,191
+350
| +42% | +$15.5K | 0.01% | 189 |
|
|
2024
Q1 | $36.7K | Buy |
841
+450
| +115% | +$18.7K | 0.01% | 203 |
|
|
2023
Q4 | $15.8K | Hold |
391
| – | – | ﹤0.01% | 277 |
|
|
2023
Q3 | $16.4K | Hold |
391
| – | – | ﹤0.01% | 278 |
|
|
2023
Q2 | $17.7K | Hold |
391
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $17.4K | Buy |
391
+191
| +96% | +$8.78K | ﹤0.01% | 293 |
|
|
2022
Q4 | $9.14K | Sell |
200
-191
| -49% | -$8.65K | ﹤0.01% | 331 |
|
|
2022
Q3 | $16K | Buy |
391
+200
| +105% | +$8.72K | ﹤0.01% | 305 |
|
|
2022
Q2 | $8K | Hold |
191
| – | – | ﹤0.01% | 294 |
|
|
2022
Q1 | $10K | Sell |
191
-11
| -5% | -$560 | ﹤0.01% | 297 |
|
|
2021
Q4 | $10K | Buy |
202
+11
| +6% | +$504 | ﹤0.01% | 293 |
|
|
2021
Q3 | $9K | Hold |
191
| – | – | ﹤0.01% | 293 |
|
|
2021
Q2 | $9K | Hold |
191
| – | – | ﹤0.01% | 295 |
|
|
2021
Q1 | $10K | Hold |
191
| – | – | ﹤0.01% | 277 |
|
|
2020
Q4 | $8K | Sell |
191
-806
| -81% | -$32.4K | ﹤0.01% | 285 |
|
|
2020
Q3 | $39K | Hold |
997
| – | – | 0.01% | 198 |
|
|
2020
Q2 | $39K | Sell |
997
-100
| -9% | -$3.9K | 0.01% | 200 |
|
|
2020
Q1 | $42K | Sell |
1,097
-495
| -31% | -$22K | 0.02% | 192 |
|
|
2019
Q4 | $79K | Sell |
1,592
-436
| -21% | -$20.6K | 0.03% | 171 |
|
|
2019
Q3 | $83K | Sell |
2,028
-4,320
| -68% | -$199K | 0.03% | 195 |
|
|
2019
Q2 | $301K | Buy |
6,348
+1,251
| +25% | +$65.5K | 0.09% | 141 |
|
|
2019
Q1 | $293K | Sell |
5,097
-381
| -7% | -$19.5K | 0.09% | 140 |
|
|
2018
Q4 | $271K | Sell |
5,478
-982
| -15% | -$56.9K | 0.09% | 141 |
|
|
2018
Q3 | $390K | Buy |
6,460
+744
| +13% | +$44.2K | 0.12% | 128 |
|
|
2018
Q2 | $325K | Sell |
5,716
-1,558
| -21% | -$89.9K | 0.11% | 139 |
|
|
2018
Q1 | $454K | Sell |
7,274
-2,706
| -27% | -$179K | 0.1% | 152 |
|
|
2017
Q4 | $713K | Buy |
9,980
+675
| +7% | +$45.2K | 0.14% | 127 |
|
|
2017
Q3 | $590K | Buy |
9,305
+23
| +0.2% | +$1.53K | 0.12% | 130 |
|
|
2017
Q2 | $691K | Buy |
9,282
+621
| +7% | +$45.4K | 0.15% | 120 |
|
|
2017
Q1 | $619K | Buy |
8,661
+1,379
| +19% | +$99.8K | 0.15% | 112 |
|
|
2016
Q4 | $492K | Buy |
7,282
+5,014
| +221% | +$323K | 0.13% | 124 |
|
|
2016
Q3 | $143K | Buy |
2,268
+665
| +41% | +$44.2K | 0.04% | 176 |
|
|
2016
Q2 | $111K | Buy |
1,603
+639
| +66% | +$40.9K | 0.04% | 188 |
|
|
2016
Q1 | $60K | Sell |
964
-412
| -30% | -$24.9K | 0.03% | 168 |
|
|
2015
Q4 | $80K | Hold |
1,376
| – | – | 0.05% | 154 |
|
|
2015
Q3 | $75K | Buy |
1,376
+200
| +17% | +$10.7K | 0.05% | 148 |
|
|
2015
Q2 | $58K | Sell |
1,176
-250
| -18% | -$12.7K | 0.03% | 159 |
|
|
2015
Q1 | $72K | Buy |
1,426
+83
| +6% | +$4.41K | 0.04% | 146 |
|
|
2014
Q4 | $66K | Buy |
+1,343
| New | +$65.4K | 0.04% | 145 |
|
Other funds holding MO
First Personal Financial Services's MO Position: Q3 2024 in Review
First Personal Financial Services increased its Altria Group (MO) stake by 0.67% in Q3 2024, buying an estimated $404 and bringing the position to 1,199 shares worth $61.2K. The position accounts for 0.01% of the portfolio, ranked #186.
First Personal Financial Services first reported a position in MO in Q4 2014 and has held it in 40 quarters since. The position peaked at $713K in Q4 2017. 1,990 funds tracked by Wall St. Rank hold MO as of Q3 2024.
- First Personal Financial Services held 1,199 shares of Altria Group worth $61.2K as of Q3 2024.
- First Personal Financial Services bought 8 Altria Group shares in Q3 2024, an estimated $404.
- Altria Group made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #186 holding.
- First Personal Financial Services first reported a position in Altria Group in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Altria Group position peaked at $713K in Q4 2017.
- 1,990 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.