Harvey Investment Company’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $438K | Hold |
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|
2025
Q2 | $389K | Hold |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $410K | Hold |
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|
2024
Q3 | $400K | Hold |
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|
2024
Q2 | $357K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $350K | Hold |
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|
2022
Q4 | $358K | Hold |
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|
2022
Q3 | $316K | Hold |
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|
2022
Q2 | $327K | Hold |
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|
2022
Q1 | $409K | Hold |
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|
2021
Q4 | $371K | Hold |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $405K | Hold |
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|
2021
Q1 | $435K | Hold |
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|
2020
Q4 | $348K | Hold |
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|
2020
Q3 | $328K | Hold |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $465K | Hold |
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|
2019
Q3 | $381K | Hold |
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|
2019
Q2 | $441K | Hold |
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|
2019
Q1 | $535K | Hold |
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|
2018
Q4 | $460K | Hold |
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|
2018
Q3 | $562K | Hold |
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|
2018
Q2 | $529K | Sell |
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|
2018
Q1 | $590K | Sell |
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|
2017
Q4 | $712K | Hold |
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|
2017
Q3 | $632K | Hold |
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|
2017
Q2 | $742K | Hold |
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|
2017
Q1 | $712K | Hold |
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|
2016
Q4 | $674K | Hold |
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|
2016
Q3 | $630K | Hold |
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|
2016
Q2 | $687K | Hold |
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|
2016
Q1 | $625K | Hold |
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|
2015
Q4 | $580K | Hold |
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|
2015
Q3 | $542K | Hold |
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|
2015
Q2 | $487K | Hold |
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|
2015
Q1 | $499K | Hold |
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|
2014
Q4 | $491K | Sell |
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|
2014
Q3 | $474K | Hold |
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|
2014
Q2 | $433K | Hold |
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|
2014
Q1 | $387K | Buy |
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|
2013
Q4 | $371K | Hold |
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|
2013
Q3 | $332K | Sell |
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|
2013
Q2 | $386K | Buy |
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