HHM Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Sell |
11,797
-330
| -3% | -$19.3K | 0.08% | 85 |
|
|
2025
Q1 | $728K | Sell |
12,127
-396
| -3% | -$23.8K | 0.1% | 79 |
|
|
2024
Q4 | $655K | Buy |
12,523
+260
| +2% | +$13.6K | 0.09% | 87 |
|
|
2024
Q3 | $626K | Sell |
12,263
-2,064
| -14% | -$105K | 0.09% | 83 |
|
|
2024
Q2 | $653K | Buy |
14,327
+7,527
| +111% | +$343K | 0.1% | 76 |
|
|
2024
Q1 | $297K | Sell |
6,800
-398
| -6% | -$17.4K | 0.05% | 117 |
|
|
2023
Q4 | $290K | Hold |
7,198
| – | – | 0.05% | 105 |
|
|
2023
Q3 | $303K | Hold |
7,198
| – | – | 0.06% | 97 |
|
|
2023
Q2 | $326K | Hold |
7,198
| – | – | 0.06% | 99 |
|
|
2023
Q1 | $321K | Hold |
7,198
| – | – | 0.07% | 98 |
|
|
2022
Q4 | $329K | Sell |
7,198
-255
| -3% | -$11.7K | 0.08% | 89 |
|
|
2022
Q3 | $301K | Sell |
7,453
-300
| -4% | -$12.1K | 0.08% | 80 |
|
|
2022
Q2 | $324K | Hold |
7,753
| – | – | 0.08% | 85 |
|
|
2022
Q1 | $405K | Hold |
7,753
| – | – | 0.09% | 84 |
|
|
2021
Q4 | $367K | Hold |
7,753
| – | – | 0.09% | 87 |
|
|
2021
Q3 | $353K | Buy |
7,753
+800
| +12% | +$36.4K | 0.1% | 87 |
|
|
2021
Q2 | $332K | Buy |
6,953
+298
| +4% | +$14.2K | 0.09% | 93 |
|
|
2021
Q1 | $340K | Hold |
6,655
| – | – | 0.11% | 77 |
|
|
2020
Q4 | $273K | Hold |
6,655
| – | – | 0.09% | 84 |
|
|
2020
Q3 | $257K | Hold |
6,655
| – | – | 0.1% | 74 |
|
|
2020
Q2 | $261K | Buy |
6,655
+2
| +0% | +$78 | 0.11% | 71 |
|
|
2020
Q1 | $257K | Hold |
6,653
| – | – | 0.13% | 66 |
|
|
2019
Q4 | $332K | Sell |
6,653
-2,218
| -25% | -$111K | 0.16% | 57 |
|
|
2019
Q3 | $363K | Buy |
8,871
+2,023
| +30% | +$82.8K | 0.21% | 51 |
|
|
2019
Q2 | $324K | Buy |
6,848
+1,231
| +22% | +$58.2K | 0.19% | 46 |
|
|
2019
Q1 | $323K | Buy |
+5,617
| New | +$323K | 0.21% | 44 |
|