KCM Investment 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 | $781K | Buy |
13,315
+4,320
| +48% | +$253K | 0.03% | 232 |
|
|
2025
Q1 | $540K | Sell |
8,995
-250
| -3% | -$15K | 0.02% | 251 |
|
|
2024
Q4 | $483K | Hold |
9,245
| – | – | 0.02% | 258 |
|
|
2024
Q3 | $472K | Sell |
9,245
-704
| -7% | -$35.9K | 0.02% | 270 |
|
|
2024
Q2 | $453K | Sell |
9,949
-300
| -3% | -$13.7K | 0.02% | 266 |
|
|
2024
Q1 | $447K | Buy |
10,249
+4,911
| +92% | +$214K | 0.02% | 269 |
|
|
2023
Q4 | $215K | Sell |
5,338
-225
| -4% | -$9.08K | 0.01% | 351 |
|
|
2023
Q3 | $234K | Sell |
5,563
-1,619
| -23% | -$68.1K | 0.01% | 341 |
|
|
2023
Q2 | $325K | Sell |
7,182
-2,164
| -23% | -$98K | 0.01% | 311 |
|
|
2023
Q1 | $417K | Sell |
9,346
-9,994
| -52% | -$446K | 0.02% | 289 |
|
|
2022
Q4 | $884K | Buy |
19,340
+7,835
| +68% | +$358K | 0.04% | 216 |
|
|
2022
Q3 | $465K | Sell |
11,505
-824
| -7% | -$33.3K | 0.02% | 259 |
|
|
2022
Q2 | $515K | Buy |
12,329
+3,123
| +34% | +$130K | 0.02% | 259 |
|
|
2022
Q1 | $481K | Sell |
9,206
-761
| -8% | -$39.8K | 0.02% | 290 |
|
|
2021
Q4 | $472K | Buy |
9,967
+1,178
| +13% | +$55.8K | 0.02% | 297 |
|
|
2021
Q3 | $400K | Sell |
8,789
-260
| -3% | -$11.8K | 0.02% | 295 |
|
|
2021
Q2 | $431K | Sell |
9,049
-2,618
| -22% | -$125K | 0.02% | 285 |
|
|
2021
Q1 | $597K | Buy |
11,667
+985
| +9% | +$50.4K | 0.03% | 236 |
|
|
2020
Q4 | $438K | Sell |
10,682
-2,015
| -16% | -$82.6K | 0.02% | 252 |
|
|
2020
Q3 | $491K | Buy |
12,697
+482
| +4% | +$18.6K | 0.03% | 220 |
|
|
2020
Q2 | $479K | Sell |
12,215
-1,797
| -13% | -$70.5K | 0.03% | 231 |
|
|
2020
Q1 | $542K | Buy |
14,012
+1,134
| +9% | +$43.9K | 0.04% | 210 |
|
|
2019
Q4 | $643K | Sell |
12,878
-9,535
| -43% | -$476K | 0.03% | 217 |
|
|
2019
Q3 | $917K | Sell |
22,413
-26,272
| -54% | -$1.07M | 0.05% | 183 |
|
|
2019
Q2 | $2.31M | Sell |
48,685
-934
| -2% | -$44.2K | 0.14% | 124 |
|
|
2019
Q1 | $2.85M | Sell |
49,619
-2,724
| -5% | -$156K | 0.18% | 114 |
|
|
2018
Q4 | $2.59M | Sell |
52,343
-2,008
| -4% | -$99.2K | 0.17% | 120 |
|
|
2018
Q3 | $3.28M | Buy |
54,351
+1,269
| +2% | +$76.5K | 0.19% | 105 |
|
|
2018
Q2 | $3.02M | Sell |
53,082
-93,901
| -64% | -$5.33M | 0.19% | 117 |
|
|
2018
Q1 | $9.16M | Sell |
146,983
-4,513
| -3% | -$281K | 0.56% | 44 |
|
|
2017
Q4 | $10.8M | Sell |
151,496
-142
| -0.1% | -$10.1K | 0.63% | 42 |
|
|
2017
Q3 | $9.62M | Sell |
151,638
-9,325
| -6% | -$591K | 0.59% | 46 |
|
|
2017
Q2 | $12M | Sell |
160,963
-1,173
| -0.7% | -$87.4K | 0.75% | 32 |
|
|
2017
Q1 | $11.6M | Sell |
162,136
-1,008
| -0.6% | -$72K | 0.74% | 33 |
|
|
2016
Q4 | $11M | Buy |
163,144
+735
| +0.5% | +$49.7K | 0.74% | 34 |
|
|
2016
Q3 | $10.3M | Buy |
162,409
+1,417
| +0.9% | +$89.6K | 0.7% | 32 |
|
|
2016
Q2 | $11.1M | Sell |
160,992
-3,925
| -2% | -$271K | 0.78% | 28 |
|
|
2016
Q1 | $10.3M | Buy |
164,917
+8,764
| +6% | +$549K | 0.76% | 29 |
|
|
2015
Q4 | $9.09M | Buy |
156,153
+2,277
| +1% | +$133K | 0.72% | 35 |
|
|
2015
Q3 | $8.37M | Buy |
153,876
+4,699
| +3% | +$256K | 0.69% | 36 |
|
|
2015
Q2 | $7.3M | Sell |
149,177
-2,521
| -2% | -$123K | 0.58% | 48 |
|
|
2015
Q1 | $7.59M | Sell |
151,698
-7,948
| -5% | -$398K | 0.61% | 43 |
|
|
2014
Q4 | $7.87M | Buy |
159,646
+2,493
| +2% | +$123K | 0.66% | 36 |
|
|
2014
Q3 | $7.22M | Sell |
157,153
-4,724
| -3% | -$217K | 0.66% | 34 |
|
|
2014
Q2 | $6.79M | Buy |
161,877
+4,850
| +3% | +$203K | 0.63% | 36 |
|
|
2014
Q1 | $5.88M | Sell |
157,027
-7,868
| -5% | -$295K | 0.61% | 39 |
|
|
2013
Q4 | $6.33M | Buy |
164,895
+1,763
| +1% | +$67.7K | 0.69% | 29 |
|
|
2013
Q3 | $5.6M | Sell |
163,132
-14,653
| -8% | -$503K | 0.67% | 31 |
|
|
2013
Q2 | $6.22M | Buy |
+177,785
| New | +$6.22M | 0.75% | 29 |
|