Plante Moran Financial 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 | $53.1K | Sell |
905
-782
| -46% | -$45.9K | ﹤0.01% | 322 |
|
|
2025
Q1 | $101K | Sell |
1,687
-100
| -6% | -$6K | 0.01% | 240 |
|
|
2024
Q4 | $93.5K | Sell |
1,787
-80
| -4% | -$4.18K | 0.01% | 267 |
|
|
2024
Q3 | $95.3K | Sell |
1,867
-420
| -18% | -$21.4K | 0.01% | 293 |
|
|
2024
Q2 | $104K | Hold |
2,287
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $99.8K | Sell |
2,287
-4,377
| -66% | -$191K | 0.01% | 251 |
|
|
2023
Q4 | $269K | Sell |
6,664
-341
| -5% | -$13.8K | 0.03% | 132 |
|
|
2023
Q3 | $295K | Hold |
7,005
| – | – | 0.04% | 112 |
|
|
2023
Q2 | $317K | Hold |
7,005
| – | – | 0.04% | 109 |
|
|
2023
Q1 | $313K | Buy |
7,005
+13
| +0.2% | +$580 | 0.04% | 109 |
|
|
2022
Q4 | $320K | Sell |
6,992
-554
| -7% | -$25.3K | 0.05% | 111 |
|
|
2022
Q3 | $305K | Sell |
7,546
-50
| -0.7% | -$2.02K | 0.05% | 111 |
|
|
2022
Q2 | $317K | Buy |
7,596
+3,261
| +75% | +$136K | 0.05% | 112 |
|
|
2022
Q1 | $227K | Sell |
4,335
-866
| -17% | -$45.3K | 0.04% | 149 |
|
|
2021
Q4 | $246K | Sell |
5,201
-3,576
| -41% | -$169K | 0.04% | 160 |
|
|
2021
Q3 | $400K | Buy |
8,777
+1,609
| +22% | +$73.3K | 0.09% | 111 |
|
|
2021
Q2 | $342K | Buy |
7,168
+3,041
| +74% | +$145K | 0.08% | 118 |
|
|
2021
Q1 | $211K | Sell |
4,127
-842
| -17% | -$43K | 0.06% | 164 |
|
|
2020
Q4 | $204K | Buy |
4,969
+1,139
| +30% | +$46.8K | 0.06% | 164 |
|
|
2020
Q3 | $148K | Buy |
3,830
+208
| +6% | +$8.04K | 0.05% | 191 |
|
|
2020
Q2 | $142K | Sell |
3,622
-267
| -7% | -$10.5K | 0.06% | 168 |
|
|
2020
Q1 | $150K | Sell |
3,889
-47
| -1% | -$1.81K | 0.07% | 148 |
|
|
2019
Q4 | $196K | Buy |
3,936
+515
| +15% | +$25.6K | 0.07% | 153 |
|
|
2019
Q3 | $140K | Buy |
3,421
+62
| +2% | +$2.54K | 0.04% | 202 |
|
|
2019
Q2 | $159K | Buy |
3,359
+7
| +0.2% | +$331 | 0.05% | 179 |
|
|
2019
Q1 | $193K | Buy |
3,352
+686
| +26% | +$39.5K | 0.06% | 153 |
|
|
2018
Q4 | $132K | Sell |
2,666
-1,065
| -29% | -$52.7K | 0.05% | 171 |
|
|
2018
Q3 | $225K | Sell |
3,731
-117
| -3% | -$7.06K | 0.07% | 135 |
|
|
2018
Q2 | $219K | Sell |
3,848
-1,522
| -28% | -$86.6K | 0.11% | 149 |
|
|
2018
Q1 | $335K | Buy |
5,370
+4
| +0.1% | +$250 | 0.18% | 98 |
|
|
2017
Q4 | $383K | Sell |
5,366
-63
| -1% | -$4.5K | 0.21% | 82 |
|
|
2017
Q3 | $344K | Buy |
5,429
+55
| +1% | +$3.49K | 0.2% | 85 |
|
|
2017
Q2 | $400K | Sell |
5,374
-276
| -5% | -$20.5K | 0.25% | 77 |
|
|
2017
Q1 | $403K | Sell |
5,650
-189
| -3% | -$13.5K | 0.24% | 83 |
|
|
2016
Q4 | $395K | Buy |
5,839
+537
| +10% | +$36.3K | 0.25% | 79 |
|
|
2016
Q3 | $335K | Buy |
5,302
+230
| +5% | +$14.5K | 0.23% | 83 |
|
|
2016
Q2 | $350K | Sell |
5,072
-861
| -15% | -$59.4K | 0.25% | 79 |
|
|
2016
Q1 | $372K | Sell |
5,933
-265
| -4% | -$16.6K | 0.29% | 75 |
|
|
2015
Q4 | $361K | Sell |
6,198
-603
| -9% | -$35.1K | 0.27% | 74 |
|
|
2015
Q3 | $370K | Sell |
6,801
-2,056
| -23% | -$112K | 0.29% | 70 |
|
|
2015
Q2 | $433K | Buy |
8,857
+2,004
| +29% | +$98K | 0.31% | 64 |
|
|
2015
Q1 | $343K | Sell |
6,853
-152
| -2% | -$7.61K | 0.24% | 80 |
|
|
2014
Q4 | $345K | Buy |
7,005
+118
| +2% | +$5.81K | 0.25% | 73 |
|
|
2014
Q3 | $316K | Buy |
6,887
+821
| +14% | +$37.7K | 0.28% | 68 |
|
|
2014
Q2 | $254K | Buy |
6,066
+1,663
| +38% | +$69.6K | 0.23% | 74 |
|
|
2014
Q1 | $165K | Sell |
4,403
-4,454
| -50% | -$167K | 0.18% | 79 |
|
|
2013
Q4 | $340K | Buy |
8,857
+3,120
| +54% | +$120K | 0.19% | 65 |
|
|
2013
Q3 | $197K | Buy |
5,737
+1,658
| +41% | +$56.9K | 0.12% | 73 |
|
|
2013
Q2 | $143K | Buy |
+4,079
| New | +$143K | 0.11% | 83 |
|