FRG Family 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 | $1.28M | Hold |
21,867
| – | – | 0.22% | 71 |
|
|
2025
Q1 | $1.31M | Hold |
21,867
| – | – | 0.25% | 63 |
|
|
2024
Q4 | $1.14M | Hold |
21,867
| – | – | 0.21% | 73 |
|
|
2024
Q3 | $1.12M | Hold |
21,867
| – | – | 0.2% | 79 |
|
|
2024
Q2 | $1.08M | Hold |
21,867
| – | – | 0.21% | 76 |
|
|
2024
Q1 | $958K | Hold |
21,867
| – | – | 0.19% | 81 |
|
|
2023
Q4 | $882K | Hold |
21,867
| – | – | 0.18% | 85 |
|
|
2023
Q3 | $920K | Sell |
21,867
-210
| -1% | -$8.83K | 0.21% | 76 |
|
|
2023
Q2 | $1M | Buy |
22,077
+210
| +1% | +$9.51K | 0.22% | 76 |
|
|
2023
Q1 | $976K | Hold |
21,867
| – | – | 0.22% | 78 |
|
|
2022
Q4 | $1,000K | Sell |
21,867
-100
| -0.5% | -$4.57K | 0.24% | 78 |
|
|
2022
Q3 | $887K | Sell |
21,967
-100
| -0.5% | -$4.04K | 0.22% | 76 |
|
|
2022
Q2 | $922K | Hold |
22,067
| – | – | 0.21% | 75 |
|
|
2022
Q1 | $1.15M | Hold |
22,067
| – | – | 0.22% | 70 |
|
|
2021
Q4 | $1.05M | Hold |
22,067
| – | – | 0.2% | 74 |
|
|
2021
Q3 | $1M | Hold |
22,067
| – | – | 0.2% | 72 |
|
|
2021
Q2 | $1.05M | Hold |
22,067
| – | – | 0.2% | 75 |
|
|
2021
Q1 | $1.13M | Hold |
22,067
| – | – | 0.23% | 65 |
|
|
2020
Q4 | $905K | Hold |
22,067
| – | – | 0.2% | 74 |
|
|
2020
Q3 | $853K | Hold |
22,067
| – | – | 0.21% | 76 |
|
|
2020
Q2 | $866K | Hold |
22,067
| – | – | 0.23% | 75 |
|
|
2020
Q1 | $853K | Sell |
22,067
-9,600
| -30% | -$371K | 0.26% | 68 |
|
|
2019
Q4 | $1.58M | Sell |
31,667
-4,000
| -11% | -$200K | 0.38% | 56 |
|
|
2019
Q3 | $1.46M | Hold |
35,667
| – | – | 0.38% | 60 |
|
|
2019
Q2 | $1.69M | Sell |
35,667
-9,680
| -21% | -$458K | 0.44% | 54 |
|
|
2019
Q1 | $2.6M | Hold |
45,347
| – | – | 0.74% | 44 |
|
|
2018
Q4 | $2.24M | Sell |
45,347
-19,047
| -30% | -$941K | 0.73% | 44 |
|
|
2018
Q3 | $3.88M | Hold |
64,394
| – | – | 1.07% | 25 |
|
|
2018
Q2 | $3.66M | Buy |
64,394
+8,870
| +16% | +$504K | 1.09% | 22 |
|
|
2018
Q1 | $3.46M | Sell |
55,524
-266
| -0.5% | -$16.6K | 1.15% | 19 |
|
|
2017
Q4 | $3.98M | Sell |
55,790
-2,869
| -5% | -$205K | 1.29% | 19 |
|
|
2017
Q3 | $3.72M | Sell |
58,659
-1,500
| -2% | -$95.1K | 1.28% | 21 |
|
|
2017
Q2 | $4.48M | Buy |
60,159
+2,869
| +5% | +$214K | 1.65% | 13 |
|
|
2017
Q1 | $4.13M | Buy |
57,290
+10,135
| +21% | +$730K | 1.61% | 15 |
|
|
2016
Q4 | $3.19M | Sell |
47,155
-835
| -2% | -$56.5K | 1.33% | 22 |
|
|
2016
Q3 | $3.03M | Hold |
47,990
| – | – | 1.37% | 21 |
|
|
2016
Q2 | $3.31M | Sell |
47,990
-12,336
| -20% | -$851K | 1.5% | 19 |
|
|
2016
Q1 | $3.78M | Buy |
60,326
+12,336
| +26% | +$772K | 1.83% | 11 |
|
|
2015
Q4 | $2.79M | Buy |
+47,990
| New | +$2.79M | 1.36% | 20 |
|