LA
Legacy Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,721
| Closed | -$1.66M | – | 256 |
|
|
2025
Q1 | $1.66M | Buy |
27,721
+17,115
| +161% | +$1.03M | 0.17% | 101 |
|
|
2024
Q4 | $555K | Buy |
10,606
+931
| +10% | +$48.7K | 0.05% | 238 |
|
|
2024
Q3 | $494K | Sell |
9,675
-1,280
| -12% | -$65.3K | 0.05% | 243 |
|
|
2024
Q2 | $510K | Buy |
10,955
+1,067
| +11% | +$49.6K | 0.06% | 207 |
|
|
2024
Q1 | $431K | Buy |
9,888
+402
| +4% | +$17.5K | 0.05% | 219 |
|
|
2023
Q4 | $393K | Buy |
9,486
+953
| +11% | +$39.4K | 0.05% | 211 |
|
|
2023
Q3 | $367K | Buy |
8,533
+331
| +4% | +$14.2K | 0.06% | 211 |
|
|
2023
Q2 | $372K | Buy |
+8,202
| New | +$372K | 0.06% | 199 |
|
|
2020
Q2 | – | Sell |
-6,398
| Closed | -$247K | – | 107 |
|
|
2020
Q1 | $247K | Sell |
6,398
-935
| -13% | -$36.1K | 0.25% | 79 |
|
|
2019
Q4 | $372K | Buy |
7,333
+434
| +6% | +$22K | 0.24% | 87 |
|
|
2019
Q3 | $282K | Buy |
6,899
+72
| +1% | +$2.94K | 0.21% | 86 |
|
|
2019
Q2 | $329K | Sell |
6,827
-10,179
| -60% | -$491K | 0.22% | 83 |
|
|
2019
Q1 | $976K | Buy |
17,006
+9,186
| +117% | +$527K | 0.32% | 68 |
|
|
2018
Q4 | $386K | Sell |
7,820
-14,710
| -65% | -$726K | 0.29% | 72 |
|
|
2018
Q3 | $1.38M | Buy |
22,530
+15,773
| +233% | +$964K | 0.68% | 47 |
|
|
2018
Q2 | $388K | Buy |
6,757
+1,340
| +25% | +$76.9K | 0.29% | 60 |
|
|
2018
Q1 | $346K | Buy |
5,417
+4,040
| +293% | +$258K | 0.26% | 58 |
|
|
2017
Q4 | $99K | Buy |
1,377
+9
| +0.7% | +$647 | 0.1% | 89 |
|
|
2017
Q3 | $87K | Buy |
1,368
+285
| +26% | +$18.1K | 0.1% | 77 |
|
|
2017
Q2 | $80K | Buy |
1,083
+5
| +0.5% | +$369 | 0.1% | 77 |
|
|
2017
Q1 | $77K | Buy |
1,078
+4
| +0.4% | +$286 | 0.1% | 78 |
|
|
2016
Q4 | $73K | Buy |
+1,074
| New | +$73K | 0.1% | 81 |
|