SDAM
Shulman DeMeo Asset Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
6,108
+41
| +0.7% | +$2.4K | 0.09% | 82 |
|
|
2025
Q1 | $364K | Sell |
6,067
-289
| -5% | -$17.3K | 0.1% | 80 |
|
|
2024
Q4 | $332K | Sell |
6,356
-125
| -2% | -$6.54K | 0.09% | 84 |
|
|
2024
Q3 | $331K | Sell |
6,481
-1,020
| -14% | -$52.1K | 0.08% | 93 |
|
|
2024
Q2 | $342K | Sell |
7,501
-898
| -11% | -$40.9K | 0.09% | 91 |
|
|
2024
Q1 | $366K | Buy |
8,399
+107
| +1% | +$4.67K | 0.1% | 91 |
|
|
2023
Q4 | $335K | Sell |
8,292
-81
| -1% | -$3.27K | 0.09% | 93 |
|
|
2023
Q3 | $352K | Sell |
8,373
-177
| -2% | -$7.44K | 0.12% | 82 |
|
|
2023
Q2 | $387K | Sell |
8,550
-511
| -6% | -$23.1K | 0.12% | 80 |
|
|
2023
Q1 | $404K | Sell |
9,061
-602
| -6% | -$26.9K | 0.13% | 77 |
|
|
2022
Q4 | $442K | Sell |
9,663
-15
| -0.2% | -$686 | 0.15% | 72 |
|
|
2022
Q3 | $391K | Sell |
9,678
-56
| -0.6% | -$2.26K | 0.14% | 73 |
|
|
2022
Q2 | $407K | Buy |
9,734
+112
| +1% | +$4.68K | 0.13% | 77 |
|
|
2022
Q1 | $503K | Sell |
9,622
-85
| -0.9% | -$4.44K | 0.14% | 72 |
|
|
2021
Q4 | $460K | Buy |
+9,707
| New | +$460K | 0.12% | 75 |
|
|
2021
Q3 | – | Sell |
-10,387
| Closed | -$495K | – | 115 |
|
|
2021
Q2 | $495K | Sell |
10,387
-9,790
| -49% | -$467K | 0.19% | 32 |
|
|
2021
Q1 | $1.03M | Buy |
20,177
+117
| +0.6% | +$5.98K | 0.28% | 41 |
|
|
2020
Q4 | $822K | Sell |
20,060
-2,906
| -13% | -$119K | 0.23% | 47 |
|
|
2020
Q3 | $887K | Buy |
22,966
+1,777
| +8% | +$68.6K | 0.3% | 38 |
|
|
2020
Q2 | $832K | Sell |
21,189
-217
| -1% | -$8.52K | 0.32% | 35 |
|
|
2020
Q1 | $828K | Buy |
21,406
+2,754
| +15% | +$107K | 0.39% | 33 |
|
|
2019
Q4 | $931K | Sell |
18,652
-3,234
| -15% | -$161K | 0.32% | 38 |
|
|
2019
Q3 | $895K | Buy |
21,886
+733
| +3% | +$30K | 0.3% | 40 |
|
|
2019
Q2 | $1M | Buy |
21,153
+3,196
| +18% | +$151K | 0.37% | 32 |
|
|
2019
Q1 | $1.03M | Buy |
17,957
+4,970
| +38% | +$285K | 0.39% | 28 |
|
|
2018
Q4 | $641K | Buy |
+12,987
| New | +$641K | 0.35% | 27 |
|