Hudson Valley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,593
| Closed | -$208K | – | 196 |
|
|
2023
Q2 | $208K | Sell |
4,593
-50
| -1% | -$2.27K | 0.03% | 186 |
|
|
2023
Q1 | $207K | Hold |
4,643
| – | – | 0.03% | 196 |
|
|
2022
Q4 | $212K | Buy |
+4,643
| New | +$210K | 0.03% | 201 |
|
|
2021
Q2 | – | Sell |
-4,617
| Closed | -$236K | – | 185 |
|
|
2021
Q1 | $236K | Sell |
4,617
-1,100
| -19% | -$49.3K | 0.04% | 154 |
|
|
2020
Q4 | $234K | Sell |
5,717
-100
| -2% | -$4.01K | 0.04% | 146 |
|
|
2020
Q3 | $225K | Sell |
5,817
-183
| -3% | -$7.62K | 0.05% | 136 |
|
|
2020
Q2 | $236K | Hold |
6,000
| – | – | 0.05% | 138 |
|
|
2020
Q1 | $232K | Buy |
6,000
+167
| +3% | +$7.41K | 0.06% | 130 |
|
|
2019
Q4 | $291K | Sell |
5,833
-200
| -3% | -$9.43K | 0.06% | 138 |
|
|
2019
Q3 | $247K | Sell |
6,033
-100
| -2% | -$4.6K | 0.06% | 140 |
|
|
2019
Q2 | $290K | Hold |
6,133
| – | – | 0.07% | 140 |
|
|
2019
Q1 | $352K | Sell |
6,133
-1,100
| -15% | -$56.2K | 0.09% | 121 |
|
|
2018
Q4 | $357K | Buy |
7,233
+800
| +12% | +$46.4K | 0.08% | 124 |
|
|
2018
Q3 | $388K | Sell |
6,433
-2,810
| -30% | -$167K | 0.09% | 118 |
|
|
2018
Q2 | $525K | Sell |
9,243
-7,555
| -45% | -$436K | 0.13% | 108 |
|
|
2018
Q1 | $1.05M | Sell |
16,798
-2,441
| -13% | -$162K | 0.26% | 87 |
|
|
2017
Q4 | $1.37M | Sell |
19,239
-1,001
| -5% | -$67.1K | 0.34% | 80 |
|
|
2017
Q3 | $1.28M | Sell |
20,240
-1,000
| -5% | -$66.7K | 0.33% | 79 |
|
|
2017
Q2 | $1.58M | Sell |
21,240
-25
| -0.1% | -$1.83K | 0.44% | 67 |
|
|
2017
Q1 | $1.52M | Sell |
21,265
-825
| -4% | -$59.7K | 0.42% | 69 |
|
|
2016
Q4 | $1.49M | Buy |
22,090
+2,175
| +11% | +$140K | 0.44% | 67 |
|
|
2016
Q3 | $1.26M | Sell |
19,915
-20
| -0.1% | -$1.33K | 0.39% | 69 |
|
|
2016
Q2 | $1.38M | Sell |
19,935
-115
| -0.6% | -$7.37K | 0.44% | 65 |
|
|
2016
Q1 | $1.26M | Sell |
20,050
-250
| -1% | -$15.1K | 0.41% | 66 |
|
|
2015
Q4 | $1.18M | Sell |
20,300
-2,050
| -9% | -$119K | 0.37% | 70 |
|
|
2015
Q3 | $1.22M | Sell |
22,350
-1,707
| -7% | -$91.5K | 0.39% | 65 |
|
|
2015
Q2 | $1.18M | Sell |
24,057
-1,100
| -4% | -$55.8K | 0.37% | 65 |
|
|
2015
Q1 | $1.26M | Buy |
25,157
+2,136
| +9% | +$113K | 0.43% | 62 |
|
|
2014
Q4 | $1.13M | Buy |
23,021
+2,100
| +10% | +$102K | 0.46% | 56 |
|
|
2014
Q3 | $961K | Buy |
20,921
+2,552
| +14% | +$109K | 0.41% | 60 |
|
|
2014
Q2 | $770K | Buy |
18,369
+412
| +2% | +$16.6K | 0.34% | 65 |
|
|
2014
Q1 | $672K | Buy |
17,957
+1,570
| +10% | +$57.1K | 0.29% | 68 |
|
|
2013
Q4 | $629K | Sell |
16,387
-10
| -0.1% | -$369 | 0.28% | 68 |
|
|
2013
Q3 | $563K | Sell |
16,397
-15,749
| -49% | -$555K | 0.27% | 69 |
|
|
2013
Q2 | $1.13M | Buy |
+32,146
| New | +$1.15M | 0.54% | 50 |
|
Other funds holding MO
Hudson Valley Investment Advisors's MO Position: Q3 2023 in Review
Hudson Valley Investment Advisors sold out of Altria Group (MO) in Q3 2023, closing a stake of 4,593 shares — an estimated $208K sold.
Hudson Valley Investment Advisors first reported a position in MO in Q2 2013 and held it in 35 quarters. The position peaked at $1.58M in Q2 2017. 1,837 funds tracked by Wall St. Rank hold MO as of Q3 2023.
- Hudson Valley Investment Advisors reported no remaining Altria Group position as of Q3 2023 after selling out during the quarter.
- Hudson Valley Investment Advisors sold 4,593 Altria Group shares in Q3 2023, an estimated $208K.
- Hudson Valley Investment Advisors first reported a position in Altria Group in Q2 2013 and held it in 35 quarters.
- Hudson Valley Investment Advisors's Altria Group position peaked at $1.58M in Q2 2017.
- 1,837 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.
Based on Hudson Valley Investment Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.