HHGA
Halbert Hargrove Global Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$541 | – | 520 |
|
|
2025
Q1 | $541 | Buy |
+9
| New | +$541 | ﹤0.01% | 481 |
|
|
2018
Q1 | – | Sell |
-3,010
| Closed | -$215K | – | 76 |
|
|
2017
Q4 | $215K | Buy |
+3,010
| New | +$215K | 0.06% | 66 |
|
|
2017
Q3 | – | Sell |
-3,832
| Closed | -$285K | – | 72 |
|
|
2017
Q2 | $285K | Sell |
3,832
-130
| -3% | -$9.67K | 0.08% | 53 |
|
|
2017
Q1 | $283K | Sell |
3,962
-118
| -3% | -$8.43K | 0.07% | 59 |
|
|
2016
Q4 | $276K | Buy |
4,080
+218
| +6% | +$14.7K | 0.08% | 58 |
|
|
2016
Q3 | $244K | Sell |
3,862
-218
| -5% | -$13.8K | 0.07% | 58 |
|
|
2016
Q2 | $281K | Sell |
4,080
-68
| -2% | -$4.68K | 0.08% | 56 |
|
|
2016
Q1 | $260K | Sell |
4,148
-758
| -15% | -$47.5K | 0.09% | 61 |
|
|
2015
Q4 | $286K | Sell |
4,906
-56
| -1% | -$3.27K | 0.12% | 68 |
|
|
2015
Q3 | $270K | Sell |
4,962
-5,268
| -51% | -$287K | 0.13% | 66 |
|
|
2015
Q2 | $500K | Sell |
10,230
-536
| -5% | -$26.2K | 0.12% | 80 |
|
|
2015
Q1 | $539K | Buy |
10,766
+4,916
| +84% | +$246K | 0.17% | 76 |
|
|
2014
Q4 | $288K | Sell |
5,850
-132
| -2% | -$6.5K | 0.14% | 90 |
|
|
2014
Q3 | $275K | Buy |
5,982
+900
| +18% | +$41.4K | 0.08% | 106 |
|
|
2014
Q2 | $213K | Buy |
+5,082
| New | +$213K | 0.06% | 114 |
|