IAA
Independent Advisor Alliance’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Sell |
126,724
-6,115
| -5% | -$359K | 0.21% | 82 |
|
|
2025
Q1 | $7.97M | Sell |
132,839
-21,608
| -14% | -$1.3M | 0.26% | 66 |
|
|
2024
Q4 | $8.08M | Buy |
154,447
+12,789
| +9% | +$669K | 0.11% | 191 |
|
|
2024
Q3 | $7.23M | Sell |
141,658
-3,430
| -2% | -$175K | 0.26% | 72 |
|
|
2024
Q2 | $6.61M | Buy |
145,088
+14,708
| +11% | +$670K | 0.23% | 80 |
|
|
2024
Q1 | $5.69M | Buy |
130,380
+92
| +0.1% | +$4.01K | 0.21% | 89 |
|
|
2023
Q4 | $5.26M | Sell |
130,288
-4,194
| -3% | -$169K | 0.19% | 92 |
|
|
2023
Q3 | $5.65M | Buy |
134,482
+7,374
| +6% | +$310K | 0.26% | 73 |
|
|
2023
Q2 | $5.76M | Buy |
127,108
+2,788
| +2% | +$126K | 0.25% | 74 |
|
|
2023
Q1 | $5.55M | Buy |
124,320
+5,258
| +4% | +$235K | 0.27% | 75 |
|
|
2022
Q4 | $649K | Buy |
119,062
+5,114
| +4% | +$27.9K | 0.22% | 63 |
|
|
2022
Q3 | $4.6M | Buy |
113,948
+19,513
| +21% | +$788K | 0.27% | 86 |
|
|
2022
Q2 | $3.95M | Buy |
94,435
+11,044
| +13% | +$461K | 0.22% | 95 |
|
|
2022
Q1 | $4.36M | Buy |
83,391
+36,175
| +77% | +$1.89M | 0.21% | 99 |
|
|
2021
Q4 | $2.24M | Sell |
47,216
-468
| -1% | -$22.2K | 0.11% | 150 |
|
|
2021
Q3 | $2.17M | Buy |
47,684
+1,170
| +3% | +$53.3K | 0.12% | 151 |
|
|
2021
Q2 | $2.22M | Sell |
46,514
-754
| -2% | -$36K | 0.12% | 159 |
|
|
2021
Q1 | $2.42M | Sell |
47,268
-2,068
| -4% | -$106K | 0.14% | 135 |
|
|
2020
Q4 | $2.02M | Buy |
49,336
+2,689
| +6% | +$110K | 0.14% | 133 |
|
|
2020
Q3 | $1.8M | Buy |
46,647
+38
| +0.1% | +$1.47K | 0.14% | 124 |
|
|
2020
Q2 | $1.83M | Sell |
46,609
-17,265
| -27% | -$678K | 0.2% | 101 |
|
|
2020
Q1 | $2.47M | Sell |
63,874
-24,793
| -28% | -$959K | 0.36% | 61 |
|
|
2019
Q4 | $4.43M | Sell |
88,667
-4,709
| -5% | -$235K | 0.19% | 121 |
|
|
2019
Q3 | $3.85M | Sell |
93,376
-12,861
| -12% | -$530K | 0.47% | 44 |
|
|
2019
Q2 | $4.78M | Buy |
106,237
+3,686
| +4% | +$166K | 0.69% | 28 |
|
|
2019
Q1 | $5.89M | Buy |
102,551
+4,159
| +4% | +$239K | 0.83% | 29 |
|
|
2018
Q4 | $4.86M | Sell |
98,392
-1,787
| -2% | -$88.3K | 0.86% | 32 |
|
|
2018
Q3 | $5.96M | Buy |
100,179
+5,714
| +6% | +$340K | 1.07% | 19 |
|
|
2018
Q2 | $5.28M | Sell |
94,465
-17,001
| -15% | -$951K | 1.1% | 16 |
|
|
2018
Q1 | $6.75M | Sell |
111,466
-5,288
| -5% | -$320K | 1.5% | 7 |
|
|
2017
Q4 | $8.21M | Sell |
116,754
-8,777
| -7% | -$617K | 1.83% | 7 |
|
|
2017
Q3 | $7.98M | Buy |
125,531
+15,480
| +14% | +$984K | 2.19% | 4 |
|
|
2017
Q2 | $8.11M | Sell |
110,051
-470
| -0.4% | -$34.6K | 2.58% | 4 |
|
|
2017
Q1 | $7.95M | Sell |
110,521
-16,708
| -13% | -$1.2M | 1.26% | 12 |
|
|
2016
Q4 | $8.91M | Buy |
+127,229
| New | +$8.91M | 3.82% | 2 |
|