SHFA
SC&H Financial Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
4,251
| – | – | 0.04% | 132 |
|
|
2025
Q1 | $255K | Hold |
4,251
| – | – | 0.05% | 126 |
|
|
2024
Q4 | $222K | Hold |
4,251
| – | – | 0.05% | 142 |
|
|
2024
Q3 | $217K | Buy |
+4,251
| New | +$217K | 0.05% | 145 |
|
|
2023
Q4 | – | Sell |
-5,951
| Closed | -$250K | – | 145 |
|
|
2023
Q3 | $250K | Hold |
5,951
| – | – | 0.08% | 117 |
|
|
2023
Q2 | $270K | Sell |
5,951
-28
| -0.5% | -$1.27K | 0.09% | 117 |
|
|
2023
Q1 | $267K | Sell |
5,979
-1,076
| -15% | -$48K | 0.1% | 116 |
|
|
2022
Q4 | $323K | Sell |
7,055
-347
| -5% | -$15.9K | 0.13% | 103 |
|
|
2022
Q3 | $299K | Sell |
7,402
-1,496
| -17% | -$60.4K | 0.15% | 101 |
|
|
2022
Q2 | $372K | Sell |
8,898
-457
| -5% | -$19.1K | 0.17% | 98 |
|
|
2022
Q1 | $489K | Sell |
9,355
-692
| -7% | -$36.2K | 0.23% | 91 |
|
|
2021
Q4 | $476K | Buy |
+10,047
| New | +$476K | 0.26% | 88 |
|