HCR Wealth Advisors’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 | $1.33M | Sell |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $969K | Buy |
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|
2024
Q1 | $926K | Buy |
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|
2023
Q4 | $852K | Buy |
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|
2023
Q3 | $735K | Buy |
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|
2023
Q2 | $782K | Sell |
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|
2023
Q1 | $804K | Buy |
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|
2022
Q4 | $821K | Buy |
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|
2022
Q3 | $700K | Sell |
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|
2022
Q2 | $725K | Buy |
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|
2022
Q1 | $888K | Buy |
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|
2021
Q4 | $804K | Sell |
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|
2021
Q3 | $799K | Buy |
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|
2021
Q2 | $836K | Buy |
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|
2021
Q1 | $897K | Sell |
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|
2020
Q4 | $938K | Hold |
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|
2020
Q3 | $880K | Hold |
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|
2020
Q2 | $898K | Sell |
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|
2020
Q1 | $917K | Sell |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $2.03M | Buy |
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|
2018
Q4 | $1.29M | Sell |
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|
2018
Q3 | $1.63M | Sell |
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|
2018
Q2 | $1.54M | Sell |
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|
2018
Q1 | $1.69M | Sell |
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|
2017
Q4 | $2.12M | Buy |
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|
2017
Q3 | $1.88M | Sell |
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|
2017
Q2 | $2.37M | Sell |
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|
2017
Q1 | $2.32M | Buy |
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|
2016
Q4 | $2.17M | Buy |
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