JFS 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 | $193K | Buy |
3,290
+212
| +7% | +$12.4K | 0.01% | 306 |
|
|
2025
Q1 | $185K | Buy |
3,078
+243
| +9% | +$14.6K | 0.01% | 314 |
|
|
2024
Q4 | $148K | Sell |
2,835
-114
| -4% | -$5.96K | 0.01% | 321 |
|
|
2024
Q3 | $151K | Buy |
2,949
+22
| +0.8% | +$1.12K | 0.01% | 320 |
|
|
2024
Q2 | $133K | Buy |
2,927
+38
| +1% | +$1.73K | 0.01% | 278 |
|
|
2024
Q1 | $126K | Sell |
2,889
-111
| -4% | -$4.84K | 0.01% | 292 |
|
|
2023
Q4 | $121K | Buy |
3,000
+46
| +2% | +$1.86K | 0.01% | 275 |
|
|
2023
Q3 | $124K | Sell |
2,954
-218
| -7% | -$9.17K | 0.01% | 261 |
|
|
2023
Q2 | $144K | Sell |
3,172
-9
| -0.3% | -$408 | 0.01% | 243 |
|
|
2023
Q1 | $142K | Buy |
3,181
+96
| +3% | +$4.28K | 0.01% | 244 |
|
|
2022
Q4 | $141K | Sell |
3,085
-363
| -11% | -$16.6K | 0.01% | 243 |
|
|
2022
Q3 | $139K | Sell |
3,448
-257
| -7% | -$10.4K | 0.02% | 252 |
|
|
2022
Q2 | $155K | Buy |
3,705
+72
| +2% | +$3.01K | 0.02% | 243 |
|
|
2022
Q1 | $190K | Buy |
3,633
+604
| +20% | +$31.6K | 0.02% | 229 |
|
|
2021
Q4 | $144K | Buy |
3,029
+395
| +15% | +$18.8K | 0.01% | 260 |
|
|
2021
Q3 | $120K | Buy |
2,634
+1,294
| +97% | +$59K | 0.01% | 281 |
|
|
2021
Q2 | $64K | Hold |
1,340
| – | – | 0.01% | 251 |
|
|
2021
Q1 | $69K | Hold |
1,340
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $55K | Hold |
1,340
| – | – | 0.01% | 238 |
|
|
2020
Q3 | $52K | Hold |
1,340
| – | – | 0.01% | 233 |
|
|
2020
Q2 | $53K | Sell |
1,340
-1,250
| -48% | -$49.4K | 0.01% | 222 |
|
|
2020
Q1 | $100K | Hold |
2,590
| – | – | 0.03% | 172 |
|
|
2019
Q4 | $129K | Hold |
2,590
| – | – | 0.03% | 168 |
|
|
2019
Q3 | $106K | Hold |
2,590
| – | – | 0.03% | 185 |
|
|
2019
Q2 | $123K | Sell |
2,590
-260
| -9% | -$12.3K | 0.03% | 168 |
|
|
2019
Q1 | $164K | Hold |
2,850
| – | – | 0.04% | 147 |
|
|
2018
Q4 | $141K | Sell |
2,850
-161
| -5% | -$7.97K | 0.04% | 152 |
|
|
2018
Q3 | $182K | Sell |
3,011
-39
| -1% | -$2.36K | 0.05% | 146 |
|
|
2018
Q2 | $173K | Sell |
3,050
-60
| -2% | -$3.4K | 0.05% | 148 |
|
|
2018
Q1 | $194K | Hold |
3,110
| – | – | 0.05% | 141 |
|
|
2017
Q4 | $222K | Buy |
3,110
+260
| +9% | +$18.6K | 0.05% | 129 |
|
|
2017
Q3 | $181K | Buy |
2,850
+731
| +34% | +$46.4K | 0.05% | 136 |
|
|
2017
Q2 | $158K | Sell |
2,119
-142
| -6% | -$10.6K | 0.04% | 144 |
|
|
2017
Q1 | $153K | Hold |
2,261
| – | – | 0.04% | 148 |
|
|
2016
Q4 | $153K | Hold |
2,261
| – | – | 0.04% | 148 |
|
|
2016
Q3 | $143K | Sell |
2,261
-35
| -2% | -$2.21K | 0.04% | 154 |
|
|
2016
Q2 | $158K | Sell |
2,296
-39
| -2% | -$2.68K | 0.04% | 174 |
|
|
2016
Q1 | $146K | Sell |
2,335
-68
| -3% | -$4.25K | 0.04% | 152 |
|
|
2015
Q4 | $140K | Buy |
2,403
+284
| +13% | +$16.5K | 0.04% | 160 |
|
|
2015
Q3 | $115K | Sell |
2,119
-402
| -16% | -$21.8K | 0.05% | 141 |
|
|
2015
Q2 | $123K | Hold |
2,521
| – | – | 0.06% | 114 |
|
|
2015
Q1 | $126K | Sell |
2,521
-6
| -0.2% | -$300 | 0.06% | 112 |
|
|
2014
Q4 | $125K | Hold |
2,527
| – | – | 0.02% | 111 |
|
|
2014
Q3 | $116K | Sell |
2,527
-7
| -0.3% | -$321 | 0.02% | 112 |
|
|
2014
Q2 | $106K | Buy |
+2,534
| New | +$106K | 0.02% | 125 |
|