SDWMA
Schneider Downs Wealth Management Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$216K | 0.04% | 130 |
|
|
2022
Q2 | – | Sell |
-4,138
| Closed | -$216K | – | 147 |
|
|
2022
Q1 | $216K | Sell |
4,138
-100
| -2% | -$5.22K | 0.06% | 138 |
|
|
2021
Q4 | $201K | Sell |
4,238
-400
| -9% | -$19K | 0.05% | 150 |
|
|
2021
Q3 | $211K | Buy |
+4,638
| New | +$211K | 0.05% | 137 |
|
|
2021
Q2 | – | Sell |
-4,666
| Closed | -$239K | – | 141 |
|
|
2021
Q1 | $239K | Buy |
+4,666
| New | +$239K | 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% | +$45.6K | 0.08% | 86 |
|
|
2019
Q4 | $207K | Buy |
+4,138
| New | +$207K | 0.06% | 67 |
|
|
2019
Q3 | – | Sell |
-4,304
| Closed | -$204K | – | 72 |
|
|
2019
Q2 | $204K | Buy |
4,304
+6
| +0.1% | +$284 | 0.07% | 67 |
|
|
2019
Q1 | $247K | Sell |
4,298
-22
| -0.5% | -$1.26K | 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% | -$44K | 0.18% | 31 |
|
|
2017
Q3 | $313K | Sell |
4,937
-635
| -11% | -$40.3K | 0.2% | 30 |
|
|
2017
Q2 | $415K | Buy |
5,572
+128
| +2% | +$9.53K | 0.27% | 23 |
|
|
2017
Q1 | $389K | Buy |
+5,444
| New | +$389K | 0.27% | 28 |
|