Forvis Mazars Wealth Advisors’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 | $1.02M | Buy |
17,331
+699
| +4% | +$41K | 0.02% | 204 |
|
|
2025
Q1 | $998K | Buy |
16,632
+4,540
| +38% | +$272K | 0.02% | 205 |
|
|
2024
Q4 | $632K | Sell |
12,092
-809
| -6% | -$42.3K | 0.01% | 279 |
|
|
2024
Q3 | $658K | Sell |
12,901
-5,414
| -30% | -$276K | 0.02% | 275 |
|
|
2024
Q2 | $834K | Buy |
18,315
+5,226
| +40% | +$238K | 0.02% | 226 |
|
|
2024
Q1 | $571K | Sell |
13,089
-762
| -6% | -$33.2K | 0.01% | 270 |
|
|
2023
Q4 | $559K | Buy |
13,851
+527
| +4% | +$21.3K | 0.02% | 260 |
|
|
2023
Q3 | $560K | Buy |
13,324
+61
| +0.5% | +$2.57K | 0.02% | 255 |
|
|
2023
Q2 | $601K | Sell |
13,263
-191
| -1% | -$8.65K | 0.02% | 264 |
|
|
2023
Q1 | $600K | Sell |
13,454
-243
| -2% | -$10.8K | 0.02% | 245 |
|
|
2022
Q4 | $626K | Buy |
13,697
+355
| +3% | +$16.2K | 0.02% | 233 |
|
|
2022
Q3 | $539K | Sell |
13,342
-455
| -3% | -$18.4K | 0.02% | 247 |
|
|
2022
Q2 | $576K | Buy |
13,797
+1,762
| +15% | +$73.6K | 0.02% | 231 |
|
|
2022
Q1 | $629K | Sell |
12,035
-41
| -0.3% | -$2.14K | 0.03% | 172 |
|
|
2021
Q4 | $572K | Buy |
12,076
+5
| +0% | +$237 | 0.02% | 171 |
|
|
2021
Q3 | $549K | Buy |
12,071
+1,559
| +15% | +$70.9K | 0.03% | 171 |
|
|
2021
Q2 | $501K | Buy |
10,512
+358
| +4% | +$17.1K | 0.02% | 173 |
|
|
2021
Q1 | $519K | Sell |
10,154
-3,398
| -25% | -$174K | 0.03% | 170 |
|
|
2020
Q4 | $556K | Sell |
13,552
-292
| -2% | -$12K | 0.03% | 210 |
|
|
2020
Q3 | $535K | Buy |
13,844
+280
| +2% | +$10.8K | 0.03% | 199 |
|
|
2020
Q2 | $532K | Buy |
13,564
+575
| +4% | +$22.6K | 0.03% | 190 |
|
|
2020
Q1 | $502K | Sell |
12,989
-561
| -4% | -$21.7K | 0.04% | 170 |
|
|
2019
Q4 | $676K | Buy |
13,550
+952
| +8% | +$47.5K | 0.05% | 153 |
|
|
2019
Q3 | $515K | Sell |
12,598
-760
| -6% | -$31.1K | 0.04% | 171 |
|
|
2019
Q2 | $633K | Sell |
13,358
-403
| -3% | -$19.1K | 0.05% | 140 |
|
|
2019
Q1 | $790K | Buy |
13,761
+1,478
| +12% | +$84.9K | 0.07% | 120 |
|
|
2018
Q4 | $607K | Sell |
12,283
-1,494
| -11% | -$73.8K | 0.06% | 119 |
|
|
2018
Q3 | $831K | Buy |
13,777
+1,117
| +9% | +$67.4K | 0.07% | 109 |
|
|
2018
Q2 | $719K | Sell |
12,660
-1,494
| -11% | -$84.8K | 0.07% | 116 |
|
|
2018
Q1 | $882K | Sell |
14,154
-2,045
| -13% | -$127K | 0.09% | 109 |
|
|
2017
Q4 | $1.16M | Buy |
16,199
+361
| +2% | +$25.8K | 0.12% | 94 |
|
|
2017
Q3 | $1M | Sell |
15,838
-4,739
| -23% | -$300K | 0.11% | 91 |
|
|
2017
Q2 | $1.53M | Buy |
20,577
+881
| +4% | +$65.6K | 0.17% | 77 |
|
|
2017
Q1 | $1.41M | Buy |
19,696
+148
| +0.8% | +$10.6K | 0.17% | 73 |
|
|
2016
Q4 | $1.32M | Buy |
19,548
+958
| +5% | +$64.8K | 0.17% | 70 |
|
|
2016
Q3 | $1.18M | Buy |
18,590
+1,295
| +7% | +$81.9K | 0.16% | 72 |
|
|
2016
Q2 | $1.19M | Buy |
17,295
+1,906
| +12% | +$131K | 0.18% | 70 |
|
|
2016
Q1 | $964K | Sell |
15,389
-369
| -2% | -$23.1K | 0.15% | 76 |
|
|
2015
Q4 | $917K | Sell |
15,758
-265
| -2% | -$15.4K | 0.14% | 78 |
|
|
2015
Q3 | $872K | Sell |
16,023
-2,591
| -14% | -$141K | 0.15% | 71 |
|
|
2015
Q2 | $910K | Sell |
18,614
-5,447
| -23% | -$266K | 0.14% | 80 |
|
|
2015
Q1 | $1.2M | Sell |
24,061
-1,256
| -5% | -$62.9K | 0.17% | 74 |
|
|
2014
Q4 | $1.25M | Buy |
25,317
+3,588
| +17% | +$177K | 0.2% | 66 |
|
|
2014
Q3 | $998K | Buy |
21,729
+123
| +0.6% | +$5.65K | 0.17% | 69 |
|
|
2014
Q2 | $906K | Sell |
21,606
-6,270
| -22% | -$263K | 0.15% | 71 |
|
|
2014
Q1 | $1.05M | Sell |
27,876
-2,885
| -9% | -$108K | 0.18% | 75 |
|
|
2013
Q4 | $1.18M | Sell |
30,761
-1,600
| -5% | -$61.4K | 0.22% | 67 |
|
|
2013
Q3 | $1.11M | Sell |
32,361
-5,446
| -14% | -$187K | 0.23% | 71 |
|
|
2013
Q2 | $1.32M | Buy |
+37,807
| New | +$1.32M | 1.05% | 39 |
|