Schneider Downs Wealth Management 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
2026 Q1	$317K	Sell	4,806 -8	-0.2%	-$515	0.04%	120
2025 Q4	$278K	Buy	4,814 +8	+0.2%	+$483	0.03%	130
2025 Q3	$317K	Buy	4,806 +168	+4%	+$10.6K	0.04%	116
2025 Q2	$272K	Buy	+4,638	New	+$272K	0.04%	123
2024 Q4	–	Sell	-4,241	Closed	-$216K	–	144
2024 Q3	$216K	Buy	+4,241	New	+$214K	0.04%	130
2022 Q2	–	Sell	-4,138	Closed	-$216K	–	147
2022 Q1	$216K	Sell	4,138 -100	-2%	-$5.09K	0.06%	138
2021 Q4	$201K	Sell	4,238 -400	-9%	-$18.3K	0.05%	150
2021 Q3	$211K	Buy	+4,638	New	+$224K	0.05%	137
2021 Q2	–	Sell	-4,666	Closed	-$239K	–	141
2021 Q1	$239K	Buy	+4,666	New	+$209K	0.06%	119
2020 Q4	–	Sell	-5,316	Closed	-$205K	–	101
2020 Q3	$205K	Hold	5,316	–	–	0.07%	97
2020 Q2	$209K	Hold	5,316	–	–	0.07%	91
2020 Q1	$206K	Buy	5,316 +1,178	+28%	+$52.3K	0.08%	86
2019 Q4	$207K	Buy	+4,138	New	+$195K	0.06%	67
2019 Q3	–	Sell	-4,304	Closed	-$204K	–	72
2019 Q2	$204K	Buy	4,304 +6	+0.1%	+$314	0.07%	67
2019 Q1	$247K	Sell	4,298 -22	-0.5%	-$1.12K	0.09%	56
2018 Q4	$213K	Hold	4,320	–	–	0.09%	59
2018 Q3	$261K	Hold	4,320	–	–	0.17%	45
2018 Q2	$245K	Hold	4,320	–	–	0.16%	44
2018 Q1	$269K	Hold	4,320	–	–	0.15%	44
2017 Q4	$308K	Sell	4,320 -617	-12%	-$41.3K	0.18%	31
2017 Q3	$313K	Sell	4,937 -635	-11%	-$42.3K	0.2%	30
2017 Q2	$415K	Buy	5,572 +128	+2%	+$9.37K	0.27%	23
2017 Q1	$389K	Buy	+5,444	New	+$394K	0.27%	28