FAM
Formidable Asset Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Hold |
45,886
| – | – | 0.46% | 42 |
|
|
2025
Q1 | $2.75M | Sell |
45,886
-5,862
| -11% | -$352K | 0.46% | 42 |
|
|
2024
Q4 | $2.71M | Sell |
51,748
-18,194
| -26% | -$951K | 0.44% | 43 |
|
|
2024
Q3 | $3.57M | Sell |
69,942
-7,883
| -10% | -$402K | 0.57% | 32 |
|
|
2024
Q2 | $3.54M | Sell |
77,825
-4,141
| -5% | -$189K | 0.57% | 28 |
|
|
2024
Q1 | $3.58M | Sell |
81,966
-1,321
| -2% | -$57.6K | 0.58% | 29 |
|
|
2023
Q4 | $3.36M | Sell |
83,287
-2,646
| -3% | -$107K | 0.7% | 18 |
|
|
2023
Q3 | $3.61M | Buy |
85,933
+5,108
| +6% | +$215K | 0.8% | 22 |
|
|
2023
Q2 | $3.66M | Buy |
80,825
+2,727
| +3% | +$124K | 0.8% | 16 |
|
|
2023
Q1 | $3.49M | Buy |
78,098
+4,247
| +6% | +$190K | 0.74% | 20 |
|
|
2022
Q4 | $3.38M | Buy |
73,851
+601
| +0.8% | +$27.5K | 0.76% | 19 |
|
|
2022
Q3 | $3.22M | Sell |
73,250
-2,010
| -3% | -$88.3K | 0.75% | 19 |
|
|
2022
Q2 | $3.16M | Buy |
75,260
+697
| +0.9% | +$29.3K | 0.71% | 19 |
|
|
2022
Q1 | $3.9M | Buy |
74,563
+8,868
| +13% | +$463K | 0.75% | 20 |
|
|
2021
Q4 | $3.15M | Sell |
65,695
-1,822
| -3% | -$87.4K | 0.6% | 23 |
|
|
2021
Q3 | $3.07M | Buy |
67,517
+1,908
| +3% | +$86.8K | 0.58% | 28 |
|
|
2021
Q2 | $3.11M | Buy |
65,609
+19,870
| +43% | +$940K | 0.67% | 26 |
|
|
2021
Q1 | $2.34M | Sell |
45,739
-1,137
| -2% | -$58.1K | 0.51% | 41 |
|
|
2020
Q4 | $1.92M | Sell |
46,876
-1,438
| -3% | -$58.8K | 0.44% | 40 |
|
|
2020
Q3 | $1.88M | Sell |
48,314
-1,114
| -2% | -$43.3K | 0.55% | 33 |
|
|
2020
Q2 | $2M | Buy |
49,428
+1,848
| +4% | +$74.7K | 0.59% | 31 |
|
|
2020
Q1 | $1.84M | Buy |
47,580
+5,416
| +13% | +$209K | 0.72% | 22 |
|
|
2019
Q4 | $2.14M | Buy |
+42,164
| New | +$2.14M | 0.67% | 23 |
|
|
2019
Q3 | – | Sell |
-13,320
| Closed | -$628K | – | 192 |
|
|
2019
Q2 | $628K | Buy |
+13,320
| New | +$628K | 0.22% | 101 |
|
|
2017
Q4 | – | Sell |
-9,284
| Closed | -$589K | – | 167 |
|
|
2017
Q3 | $589K | Sell |
9,284
-2,587
| -22% | -$164K | 0.25% | 95 |
|
|
2017
Q2 | $884K | Buy |
11,871
+346
| +3% | +$25.8K | 0.44% | 47 |
|
|
2017
Q1 | $815K | Hold |
11,525
| – | – | 0.36% | 61 |
|
|
2016
Q4 | $779K | Sell |
11,525
-114
| -1% | -$7.71K | 0.39% | 56 |
|
|
2016
Q3 | $736K | Buy |
11,639
+221
| +2% | +$14K | 0.37% | 64 |
|
|
2016
Q2 | $788K | Buy |
11,418
+462
| +4% | +$31.9K | 0.44% | 50 |
|
|
2016
Q1 | $670K | Sell |
10,956
-47
| -0.4% | -$2.87K | 0.47% | 49 |
|
|
2015
Q4 | $651K | Buy |
11,003
+379
| +4% | +$22.4K | 0.45% | 48 |
|
|
2015
Q3 | $577K | Buy |
10,624
+1,168
| +12% | +$63.4K | 0.39% | 58 |
|
|
2015
Q2 | $462K | Hold |
9,456
| – | – | 0.29% | 79 |
|
|
2015
Q1 | $484K | Buy |
9,456
+4
| +0% | +$205 | 0.32% | 71 |
|
|
2014
Q4 | $466K | Hold |
9,452
| – | – | 0.32% | 76 |
|
|
2014
Q3 | $462K | Buy |
9,452
+4
| +0% | +$196 | 0.31% | 77 |
|
|
2014
Q2 | $396K | Hold |
9,448
| – | – | 0.24% | 98 |
|
|
2014
Q1 | $377K | Buy |
9,448
+3
| +0% | +$120 | 0.26% | 85 |
|
|
2013
Q4 | $333K | Buy |
9,445
+7
| +0.1% | +$247 | 0.22% | 99 |
|
|
2013
Q3 | $328K | Buy |
+9,438
| New | +$328K | 0.28% | 82 |
|