KCFA
Key Client Fiduciary Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
23,533
+759
| +3% | +$44.5K | 0.56% | 43 |
|
|
2025
Q1 | $1.37M | Buy |
22,774
+1,067
| +5% | +$64K | 0.62% | 39 |
|
|
2024
Q4 | $1.14M | Sell |
21,707
-89
| -0.4% | -$4.65K | 0.5% | 47 |
|
|
2024
Q3 | $1.11M | Buy |
21,796
+188
| +0.9% | +$9.6K | 0.5% | 46 |
|
|
2024
Q2 | $984K | Sell |
21,608
-360
| -2% | -$16.4K | 0.49% | 49 |
|
|
2024
Q1 | $958K | Buy |
21,968
+1,327
| +6% | +$57.9K | 0.51% | 48 |
|
|
2023
Q4 | $833K | Sell |
20,641
-327
| -2% | -$13.2K | 0.48% | 45 |
|
|
2023
Q3 | $882K | Buy |
20,968
+1,267
| +6% | +$53.3K | 0.54% | 40 |
|
|
2023
Q2 | $892K | Buy |
19,701
+782
| +4% | +$35.4K | 0.52% | 43 |
|
|
2023
Q1 | $844K | Buy |
18,919
+2,998
| +19% | +$134K | 0.53% | 43 |
|
|
2022
Q4 | $728K | Buy |
15,921
+3,952
| +33% | +$181K | 0.49% | 45 |
|
|
2022
Q3 | $483K | Buy |
11,969
+518
| +5% | +$20.9K | 0.44% | 45 |
|
|
2022
Q2 | $478K | Buy |
11,451
+413
| +4% | +$17.2K | 0.47% | 48 |
|
|
2022
Q1 | $577K | Buy |
11,038
+986
| +10% | +$51.5K | 0.46% | 51 |
|
|
2021
Q4 | $476K | Buy |
+10,052
| New | +$476K | 0.39% | 64 |
|