HBC Financial Services’s Altria Group MO Stock Holding History

HBC Financial Services’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3K	Hold	60	–	–	﹤0.01%	152
2024 Q3	$3K	Hold	60	–	–	﹤0.01%	152
2024 Q2	$3K	Hold	60	–	–	﹤0.01%	135
2024 Q1	$2K	Hold	60	–	–	﹤0.01%	145
2023 Q4	$2K	Hold	60	–	–	﹤0.01%	142
2023 Q3	$2K	Hold	60	–	–	﹤0.01%	151
2023 Q2	$2K	Hold	60	–	–	﹤0.01%	144
2023 Q1	$2K	Hold	60	–	–	﹤0.01%	158
2022 Q4	$2K	Hold	60	–	–	﹤0.01%	143
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	146
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	154
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	142
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	152
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	144
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	154
2021 Q1	$3.08K	Buy	+60	New	+$2.69K	﹤0.01%	151
2020 Q4	–	Sell	-116	Closed	-$4K	–	181
2020 Q3	$4K	Buy	116 +16	+16%	+$666	﹤0.01%	137
2020 Q2	$4K	Sell	100 -200	-67%	-$7.8K	﹤0.01%	136
2020 Q1	$11K	Hold	300	–	–	0.01%	108
2019 Q4	$15K	Buy	+300	New	+$14.2K	0.01%	123

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return