HWA
HCR Wealth Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
21,277
+23
| +0.1% | +$1.35K | 0.15% | 90 |
|
|
2025
Q1 | $1.28M | Buy |
21,254
+26
| +0.1% | +$1.56K | 0.17% | 87 |
|
|
2024
Q4 | $1.11M | Buy |
21,228
+37
| +0.2% | +$1.94K | 0.14% | 95 |
|
|
2024
Q3 | $1.08M | Sell |
21,191
-74
| -0.3% | -$3.78K | 0.14% | 98 |
|
|
2024
Q2 | $969K | Buy |
21,265
+27
| +0.1% | +$1.23K | 0.14% | 95 |
|
|
2024
Q1 | $926K | Buy |
21,238
+128
| +0.6% | +$5.58K | 0.14% | 100 |
|
|
2023
Q4 | $852K | Buy |
21,110
+3,620
| +21% | +$146K | 0.13% | 97 |
|
|
2023
Q3 | $735K | Buy |
17,490
+223
| +1% | +$9.38K | 0.16% | 87 |
|
|
2023
Q2 | $782K | Sell |
17,267
-401
| -2% | -$18.2K | 0.14% | 89 |
|
|
2023
Q1 | $804K | Buy |
17,668
+34
| +0.2% | +$1.55K | 0.16% | 87 |
|
|
2022
Q4 | $821K | Buy |
17,634
+677
| +4% | +$31.5K | 0.17% | 86 |
|
|
2022
Q3 | $700K | Sell |
16,957
-42
| -0.2% | -$1.73K | 0.15% | 93 |
|
|
2022
Q2 | $725K | Buy |
16,999
+13
| +0.1% | +$554 | 0.15% | 96 |
|
|
2022
Q1 | $888K | Buy |
16,986
+14
| +0.1% | +$732 | 0.15% | 100 |
|
|
2021
Q4 | $804K | Sell |
16,972
-586
| -3% | -$27.8K | 0.12% | 112 |
|
|
2021
Q3 | $799K | Buy |
17,558
+14
| +0.1% | +$637 | 0.13% | 110 |
|
|
2021
Q2 | $836K | Buy |
17,544
+14
| +0.1% | +$667 | 0.15% | 105 |
|
|
2021
Q1 | $897K | Sell |
17,530
-5,351
| -23% | -$274K | 0.18% | 97 |
|
|
2020
Q4 | $938K | Hold |
22,881
| – | – | 0.2% | 90 |
|
|
2020
Q3 | $880K | Hold |
22,881
| – | – | 0.2% | 84 |
|
|
2020
Q2 | $898K | Sell |
22,881
-823
| -3% | -$32.3K | 0.21% | 74 |
|
|
2020
Q1 | $917K | Sell |
23,704
-2,007
| -8% | -$77.6K | 0.26% | 68 |
|
|
2019
Q4 | $1.28M | Buy |
25,711
+1,125
| +5% | +$56.1K | 0.31% | 61 |
|
|
2019
Q3 | $1.03M | Buy |
24,586
+2,348
| +11% | +$98.2K | 0.34% | 62 |
|
|
2019
Q2 | $1.05M | Sell |
22,238
-6,951
| -24% | -$329K | 0.3% | 63 |
|
|
2019
Q1 | $2.03M | Buy |
29,189
+2,974
| +11% | +$207K | 0.58% | 36 |
|
|
2018
Q4 | $1.3M | Sell |
26,215
-177
| -0.7% | -$8.74K | 0.42% | 53 |
|
|
2018
Q3 | $1.63M | Sell |
26,392
-615
| -2% | -$37.9K | 0.53% | 45 |
|
|
2018
Q2 | $1.54M | Sell |
27,007
-60
| -0.2% | -$3.43K | 0.51% | 45 |
|
|
2018
Q1 | $1.69M | Sell |
27,067
-2,555
| -9% | -$159K | 0.59% | 37 |
|
|
2017
Q4 | $2.12M | Buy |
29,622
+47
| +0.2% | +$3.36K | 0.74% | 28 |
|
|
2017
Q3 | $1.88M | Sell |
29,575
-2,201
| -7% | -$140K | 0.79% | 29 |
|
|
2017
Q2 | $2.37M | Sell |
31,776
-700
| -2% | -$52.1K | 1.17% | 19 |
|
|
2017
Q1 | $2.32M | Buy |
32,476
+391
| +1% | +$27.9K | 1.19% | 21 |
|
|
2016
Q4 | $2.17M | Buy |
+32,085
| New | +$2.17M | 1.15% | 24 |
|