Jackson Grant Investment Advisers’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 | $156K | Buy |
2,658
+40
| +2% | +$2.35K | 0.06% | 120 |
|
|
2025
Q1 | $157K | Buy |
2,618
+45
| +2% | +$2.7K | 0.06% | 121 |
|
|
2024
Q4 | $135K | Buy |
2,573
+45
| +2% | +$2.35K | 0.05% | 128 |
|
|
2024
Q3 | $129K | Buy |
2,528
+46
| +2% | +$2.35K | 0.05% | 135 |
|
|
2024
Q2 | $113K | Buy |
2,482
+47
| +2% | +$2.14K | 0.05% | 138 |
|
|
2024
Q1 | $106K | Sell |
2,435
-1,189
| -33% | -$51.9K | 0.04% | 138 |
|
|
2023
Q4 | $146K | Sell |
3,624
-29
| -0.8% | -$1.17K | 0.06% | 119 |
|
|
2023
Q3 | $154K | Sell |
3,653
-58
| -2% | -$2.44K | 0.07% | 108 |
|
|
2023
Q2 | $168K | Buy |
3,711
+239
| +7% | +$10.8K | 0.08% | 110 |
|
|
2023
Q1 | $155K | Buy |
3,472
+211
| +6% | +$9.42K | 0.07% | 121 |
|
|
2022
Q4 | $149K | Sell |
3,261
-570
| -15% | -$26.1K | 0.07% | 116 |
|
|
2022
Q3 | $155K | Sell |
3,831
-37
| -1% | -$1.5K | 0.08% | 106 |
|
|
2022
Q2 | $162K | Buy |
3,868
+38
| +1% | +$1.59K | 0.08% | 109 |
|
|
2022
Q1 | $200K | Buy |
3,830
+5
| +0.1% | +$261 | 0.08% | 107 |
|
|
2021
Q4 | $181K | Sell |
3,825
-388
| -9% | -$18.4K | 0.09% | 94 |
|
|
2021
Q3 | $192K | Buy |
4,213
+41
| +1% | +$1.87K | 0.09% | 107 |
|
|
2021
Q2 | $199K | Buy |
4,172
+39
| +0.9% | +$1.86K | 0.09% | 107 |
|
|
2021
Q1 | $211K | Buy |
4,133
+94
| +2% | +$4.8K | 0.1% | 101 |
|
|
2020
Q4 | $166K | Buy |
4,039
+45
| +1% | +$1.85K | 0.08% | 102 |
|
|
2020
Q3 | $154K | Buy |
3,994
+43
| +1% | +$1.66K | 0.09% | 94 |
|
|
2020
Q2 | $155K | Sell |
3,951
-2,283
| -37% | -$89.6K | 0.1% | 86 |
|
|
2020
Q1 | $241K | Sell |
6,234
-842
| -12% | -$32.6K | 0.18% | 66 |
|
|
2019
Q4 | $353K | Sell |
7,076
-253
| -3% | -$12.6K | 0.19% | 63 |
|
|
2019
Q3 | $300K | Sell |
7,329
-1,923
| -21% | -$78.7K | 0.17% | 69 |
|
|
2019
Q2 | $438K | Buy |
9,252
+77
| +0.8% | +$3.65K | 0.26% | 52 |
|
|
2019
Q1 | $527K | Buy |
9,175
+495
| +6% | +$28.4K | 0.32% | 48 |
|
|
2018
Q4 | $429K | Buy |
8,680
+816
| +10% | +$40.3K | 0.3% | 47 |
|
|
2018
Q3 | $474K | Buy |
7,864
+57
| +0.7% | +$3.44K | 0.3% | 48 |
|
|
2018
Q2 | $443K | Buy |
7,807
+52
| +0.7% | +$2.95K | 0.3% | 48 |
|
|
2018
Q1 | $483K | Buy |
7,755
+44
| +0.6% | +$2.74K | 0.34% | 43 |
|
|
2017
Q4 | $551K | Sell |
7,711
-2,478
| -24% | -$177K | 0.37% | 42 |
|
|
2017
Q3 | $646K | Sell |
10,189
-226
| -2% | -$14.3K | 0.47% | 35 |
|
|
2017
Q2 | $776K | Buy |
10,415
+54
| +0.5% | +$4.02K | 0.6% | 30 |
|
|
2017
Q1 | $740K | Buy |
10,361
+56
| +0.5% | +$4K | 0.59% | 29 |
|
|
2016
Q4 | $697K | Sell |
10,305
-8,333
| -45% | -$564K | 0.59% | 28 |
|
|
2016
Q3 | $1.18M | Sell |
18,638
-2,317
| -11% | -$146K | 0.97% | 19 |
|
|
2016
Q2 | $1.45M | Sell |
20,955
-1,918
| -8% | -$132K | 1.27% | 14 |
|
|
2016
Q1 | $1.43M | Buy |
22,873
+231
| +1% | +$14.5K | 1.31% | 15 |
|
|
2015
Q4 | $1.32M | Buy |
+22,642
| New | +$1.32M | 1.25% | 15 |
|