LA
LVW Advisors’s Altria Group MO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.52M | Buy |
77,161
+5,258
| +7% | +$308K | 0.49% | 29 |
|
2025
Q1 | $4.32M | Buy |
71,903
+132
| +0.2% | +$7.92K | 0.52% | 30 |
|
2024
Q4 | $3.75M | Sell |
71,771
-1,722
| -2% | -$90K | 0.45% | 33 |
|
2024
Q3 | $3.75M | Sell |
73,493
-724
| -1% | -$37K | 0.48% | 32 |
|
2024
Q2 | $3.38M | Buy |
74,217
+18,401
| +33% | +$838K | 0.49% | 30 |
|
2024
Q1 | $2.43M | Buy |
55,816
+10,417
| +23% | +$454K | 0.41% | 43 |
|
2023
Q4 | $1.83M | Sell |
45,399
-15,689
| -26% | -$633K | 0.34% | 50 |
|
2023
Q3 | $2.57M | Sell |
61,088
-29,055
| -32% | -$1.22M | 0.53% | 37 |
|
2023
Q2 | $4.08M | Sell |
90,143
-8,711
| -9% | -$395K | 0.79% | 27 |
|
2023
Q1 | $4.41M | Buy |
98,854
+2,627
| +3% | +$117K | 0.86% | 26 |
|
2022
Q4 | $4.4M | Sell |
96,227
-3,839
| -4% | -$175K | 0.89% | 25 |
|
2022
Q3 | $4.04M | Buy |
100,066
+5,549
| +6% | +$224K | 0.9% | 27 |
|
2022
Q2 | $3.95M | Buy |
94,517
+2,174
| +2% | +$90.8K | 0.8% | 32 |
|
2022
Q1 | $4.83M | Buy |
92,343
+5,118
| +6% | +$267K | 0.82% | 28 |
|
2021
Q4 | $4.13M | Buy |
87,225
+8,859
| +11% | +$420K | 0.7% | 35 |
|
2021
Q3 | $3.57M | Buy |
78,366
+2,233
| +3% | +$102K | 0.61% | 44 |
|
2021
Q2 | $3.63M | Buy |
76,133
+1,452
| +2% | +$69.2K | 0.64% | 42 |
|
2021
Q1 | $3.82M | Buy |
74,681
+7,868
| +12% | +$403K | 0.73% | 39 |
|
2020
Q4 | $2.74M | Sell |
66,813
-695
| -1% | -$28.5K | 0.55% | 49 |
|
2020
Q3 | $2.61M | Buy |
67,508
+1,219
| +2% | +$47.1K | 0.58% | 49 |
|
2020
Q2 | $2.6M | Buy |
66,289
+1,809
| +3% | +$71K | 0.63% | 45 |
|
2020
Q1 | $2.49M | Buy |
64,480
+7,924
| +14% | +$306K | 0.66% | 46 |
|
2019
Q4 | $2.82M | Sell |
56,556
-710
| -1% | -$35.4K | 0.64% | 48 |
|
2019
Q3 | $2.34M | Buy |
57,266
+5,444
| +11% | +$223K | 0.58% | 49 |
|
2019
Q2 | $2.45M | Sell |
51,822
-5,371
| -9% | -$254K | 0.68% | 42 |
|
2019
Q1 | $3.29M | Buy |
57,193
+9,169
| +19% | +$527K | 0.88% | 31 |
|
2018
Q4 | $2.37M | Sell |
48,024
-13,377
| -22% | -$661K | 0.8% | 39 |
|
2018
Q3 | $3.7M | Buy |
61,401
+2,222
| +4% | +$134K | 1.04% | 21 |
|
2018
Q2 | $3.36M | Buy |
59,179
+3,008
| +5% | +$171K | 1.07% | 21 |
|
2018
Q1 | $3.5M | Sell |
56,171
-22,277
| -28% | -$1.39M | 1.09% | 22 |
|
2017
Q4 | $5.6M | Buy |
78,448
+13,467
| +21% | +$962K | 1.64% | 10 |
|
2017
Q3 | $4.12M | Buy |
64,981
+60,255
| +1,275% | +$3.82M | 1.64% | 13 |
|
2017
Q2 | $352K | Sell |
4,726
-1,599
| -25% | -$119K | 0.12% | 89 |
|
2017
Q1 | $452K | Sell |
6,325
-1,272
| -17% | -$90.9K | 0.16% | 82 |
|
2016
Q4 | $514K | Buy |
7,597
+946
| +14% | +$64K | 0.18% | 73 |
|
2016
Q3 | $421K | Buy |
6,651
+2,106
| +46% | +$133K | 0.14% | 81 |
|
2016
Q2 | $313K | Sell |
4,545
-6,066
| -57% | -$418K | 0.12% | 98 |
|
2016
Q1 | $665K | Buy |
10,611
+745
| +8% | +$46.7K | 0.21% | 63 |
|
2015
Q4 | $574K | Sell |
9,866
-2,785
| -22% | -$162K | 0.22% | 62 |
|
2015
Q3 | $688K | Sell |
12,651
-711
| -5% | -$38.7K | 0.32% | 57 |
|
2015
Q2 | $654K | Sell |
13,362
-839
| -6% | -$41.1K | 0.28% | 60 |
|
2015
Q1 | $710K | Sell |
14,201
-217
| -2% | -$10.8K | 0.34% | 57 |
|
2014
Q4 | $710K | Buy |
+14,418
| New | +$710K | 0.39% | 55 |
|