Smith Salley Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
7,261
+23
| +0.3% | +$1.35K | 0.02% | 184 |
|
|
2025
Q1 | $434K | Buy |
7,238
+1,399
| +24% | +$84K | 0.03% | 177 |
|
|
2024
Q4 | $305K | Buy |
5,839
+50
| +0.9% | +$2.62K | 0.02% | 209 |
|
|
2024
Q3 | $295K | Buy |
5,789
+298
| +5% | +$15.2K | 0.02% | 208 |
|
|
2024
Q2 | $250K | Sell |
5,491
-546
| -9% | -$24.9K | 0.02% | 208 |
|
|
2024
Q1 | $263K | Buy |
+6,037
| New | +$263K | 0.02% | 205 |
|
|
2023
Q1 | – | Sell |
-4,722
| Closed | -$216K | – | 231 |
|
|
2022
Q4 | $216K | Buy |
+4,722
| New | +$216K | 0.02% | 211 |
|
|
2022
Q3 | – | Sell |
-4,987
| Closed | -$208K | – | 225 |
|
|
2022
Q2 | $208K | Sell |
4,987
-4,365
| -47% | -$182K | 0.02% | 216 |
|
|
2022
Q1 | $488K | Sell |
9,352
-687
| -7% | -$35.8K | 0.04% | 181 |
|
|
2021
Q4 | $476K | Sell |
10,039
-6,394
| -39% | -$303K | 0.03% | 185 |
|
|
2021
Q3 | $748K | Buy |
16,433
+1,661
| +11% | +$75.6K | 0.06% | 163 |
|
|
2021
Q2 | $705K | Buy |
14,772
+60
| +0.4% | +$2.86K | 0.06% | 165 |
|
|
2021
Q1 | $753K | Buy |
14,712
+564
| +4% | +$28.9K | 0.07% | 140 |
|
|
2020
Q4 | $580K | Sell |
14,148
-591
| -4% | -$24.2K | 0.06% | 144 |
|
|
2020
Q3 | $570K | Sell |
14,739
-61
| -0.4% | -$2.36K | 0.07% | 122 |
|
|
2020
Q2 | $581K | Sell |
14,800
-362
| -2% | -$14.2K | 0.08% | 119 |
|
|
2020
Q1 | $586K | Hold |
15,162
| – | – | 0.1% | 117 |
|
|
2019
Q4 | $756K | Sell |
15,162
-653
| -4% | -$32.6K | 0.1% | 112 |
|
|
2019
Q3 | $647K | Sell |
15,815
-2,851
| -15% | -$117K | 0.09% | 114 |
|
|
2019
Q2 | $884K | Buy |
18,666
+1,037
| +6% | +$49.1K | 0.13% | 99 |
|
|
2019
Q1 | $1.01M | Buy |
17,629
+6,640
| +60% | +$382K | 0.16% | 94 |
|
|
2018
Q4 | $543K | Sell |
10,989
-1,182
| -10% | -$58.4K | 0.1% | 109 |
|
|
2018
Q3 | $734K | Sell |
12,171
-268
| -2% | -$16.2K | 0.12% | 110 |
|
|
2018
Q2 | $706K | Sell |
12,439
-115
| -0.9% | -$6.53K | 0.12% | 105 |
|
|
2018
Q1 | $782K | Sell |
12,554
-1,500
| -11% | -$93.4K | 0.14% | 98 |
|
|
2017
Q4 | $1M | Sell |
14,054
-157
| -1% | -$11.2K | 0.18% | 97 |
|
|
2017
Q3 | $901K | Sell |
14,211
-715
| -5% | -$45.3K | 0.17% | 102 |
|
|
2017
Q2 | $1.11M | Sell |
14,926
-573
| -4% | -$42.7K | 0.22% | 94 |
|
|
2017
Q1 | $1.11M | Sell |
15,499
-713
| -4% | -$50.9K | 0.23% | 93 |
|
|
2016
Q4 | $1.1M | Buy |
16,212
+6,772
| +72% | +$458K | 0.23% | 92 |
|
|
2016
Q3 | $597K | Sell |
9,440
-639
| -6% | -$40.4K | 0.13% | 104 |
|
|
2016
Q2 | $695K | Sell |
10,079
-1,134
| -10% | -$78.2K | 0.16% | 104 |
|
|
2016
Q1 | $703K | Sell |
11,213
-152
| -1% | -$9.53K | 0.18% | 100 |
|
|
2015
Q4 | $662K | Buy |
11,365
+410
| +4% | +$23.9K | 0.17% | 111 |
|
|
2015
Q3 | $596K | Sell |
10,955
-782
| -7% | -$42.5K | 0.16% | 110 |
|
|
2015
Q2 | $574K | Sell |
11,737
-415
| -3% | -$20.3K | 0.15% | 113 |
|
|
2015
Q1 | $607K | Sell |
12,152
-1,291
| -10% | -$64.5K | 0.15% | 115 |
|
|
2014
Q4 | $663K | Buy |
13,443
+2,550
| +23% | +$126K | 0.17% | 114 |
|
|
2014
Q3 | $501K | Sell |
10,893
-5,755
| -35% | -$265K | 0.13% | 134 |
|
|
2014
Q2 | $698K | Buy |
+16,648
| New | +$698K | 0.19% | 117 |
|