NEWAS
N.E.W. Advisory Services’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
6,595
+1,117
| +20% | +$65.5K | 0.04% | 130 |
|
|
2025
Q1 | $329K | Buy |
5,478
+334
| +6% | +$20K | 0.03% | 162 |
|
|
2024
Q4 | $269K | Buy |
5,144
+23
| +0.4% | +$1.2K | 0.03% | 164 |
|
|
2024
Q3 | $261K | Sell |
5,121
-170
| -3% | -$8.68K | 0.03% | 163 |
|
|
2024
Q2 | $241K | Sell |
5,291
-481
| -8% | -$21.9K | 0.03% | 155 |
|
|
2024
Q1 | $252K | Buy |
5,772
+536
| +10% | +$23.4K | 0.03% | 149 |
|
|
2023
Q4 | $211K | Sell |
5,236
-1,521
| -23% | -$61.4K | 0.03% | 155 |
|
|
2023
Q3 | $284K | Sell |
6,757
-830
| -11% | -$34.9K | 0.04% | 123 |
|
|
2023
Q2 | $344K | Buy |
+7,587
| New | +$344K | 0.05% | 102 |
|
|
2022
Q3 | – | Sell |
-5,101
| Closed | -$213K | – | 131 |
|
|
2022
Q2 | $213K | Sell |
5,101
-333
| -6% | -$13.9K | 0.04% | 122 |
|
|
2022
Q1 | $278K | Buy |
5,434
+436
| +9% | +$22.3K | 0.05% | 108 |
|
|
2021
Q4 | $237K | Sell |
4,998
-79
| -2% | -$3.75K | 0.04% | 126 |
|
|
2021
Q3 | $231K | Sell |
5,077
-48
| -0.9% | -$2.18K | 0.04% | 124 |
|
|
2021
Q2 | $244K | Sell |
5,125
-309
| -6% | -$14.7K | 0.04% | 121 |
|
|
2021
Q1 | $277K | Sell |
5,434
-195
| -3% | -$9.94K | 0.05% | 110 |
|
|
2020
Q4 | $230K | Sell |
5,629
-291
| -5% | -$11.9K | 0.05% | 121 |
|
|
2020
Q3 | $229K | Buy |
5,920
+536
| +10% | +$20.7K | 0.06% | 87 |
|
|
2020
Q2 | $211K | Buy |
+5,384
| New | +$211K | 0.07% | 80 |
|
|
2019
Q4 | $371K | Buy |
+7,430
| New | +$371K | 0.12% | 65 |
|