Sax Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $348K | Buy |
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|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $575K | Buy |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $547K | Sell |
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|
2022
Q3 | $496K | Buy |
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|
2022
Q2 | $512K | Buy |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $371K | Buy |
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|
2020
Q4 | $220K | Buy |
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