SIA
Schechter Investment Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $359K | Buy |
5,985
+557
| +10% | +$33.4K | 0.03% | 438 |
|
|
2024
Q4 | $284K | Buy |
5,428
+533
| +11% | +$27.9K | 0.02% | 505 |
|
|
2024
Q3 | $250K | Sell |
4,895
-600
| -11% | -$30.6K | 0.02% | 536 |
|
|
2024
Q2 | $250K | Buy |
5,495
+121
| +2% | +$5.51K | 0.02% | 511 |
|
|
2024
Q1 | $234K | Sell |
5,374
-68
| -1% | -$2.97K | 0.02% | 545 |
|
|
2023
Q4 | $220K | Sell |
5,442
-2,745
| -34% | -$111K | 0.02% | 542 |
|
|
2023
Q3 | $344K | Sell |
8,187
-467
| -5% | -$19.6K | 0.03% | 418 |
|
|
2023
Q2 | $392K | Sell |
8,654
-885
| -9% | -$40.1K | 0.04% | 433 |
|
|
2023
Q1 | $426K | Sell |
9,539
-39
| -0.4% | -$1.74K | 0.04% | 448 |
|
|
2022
Q4 | $438K | Buy |
9,578
+1,901
| +25% | +$86.9K | 0.04% | 533 |
|
|
2022
Q3 | $310K | Buy |
7,677
+2,093
| +37% | +$84.5K | 0.03% | 690 |
|
|
2022
Q2 | $234K | Sell |
5,584
-1,451
| -21% | -$60.8K | 0.02% | 796 |
|
|
2022
Q1 | $367K | Buy |
7,035
+1,737
| +33% | +$90.6K | 0.03% | 628 |
|
|
2021
Q4 | $252K | Buy |
+5,298
| New | +$252K | 0.02% | 734 |
|