SSW
Smith Shellnut Wilson’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Buy |
8,404
+1,045
| +14% | +$61.3K | 0.21% | 71 |
|
|
2025
Q1 | $442K | Buy |
7,359
+169
| +2% | +$10.1K | 0.2% | 82 |
|
|
2024
Q4 | $376K | Sell |
7,190
-50
| -0.7% | -$2.61K | 0.17% | 92 |
|
|
2024
Q3 | $370K | Hold |
7,240
| – | – | 0.17% | 93 |
|
|
2024
Q2 | $330K | Hold |
7,240
| – | – | 0.16% | 96 |
|
|
2024
Q1 | $316K | Buy |
7,240
+77
| +1% | +$3.36K | 0.17% | 96 |
|
|
2023
Q4 | $289K | Hold |
7,163
| – | – | 0.17% | 97 |
|
|
2023
Q3 | $301K | Hold |
7,163
| – | – | 0.18% | 97 |
|
|
2023
Q2 | $324K | Hold |
7,163
| – | – | 0.18% | 96 |
|
|
2023
Q1 | $320K | Hold |
7,163
| – | – | 0.19% | 91 |
|
|
2022
Q4 | $327K | Sell |
7,163
-332
| -4% | -$15.2K | 0.2% | 90 |
|
|
2022
Q3 | $303K | Sell |
7,495
-2,000
| -21% | -$80.9K | 0.2% | 86 |
|
|
2022
Q2 | $397K | Buy |
9,495
+2,000
| +27% | +$83.6K | 0.25% | 66 |
|
|
2022
Q1 | $392K | Sell |
7,495
-668
| -8% | -$34.9K | 0.21% | 89 |
|
|
2021
Q4 | $387K | Hold |
8,163
| – | – | 0.19% | 98 |
|
|
2021
Q3 | $372K | Hold |
8,163
| – | – | 0.22% | 86 |
|
|
2021
Q2 | $389K | Sell |
8,163
-1,320
| -14% | -$62.9K | 0.23% | 84 |
|
|
2021
Q1 | $485K | Sell |
9,483
-1,951
| -17% | -$99.8K | 0.3% | 62 |
|
|
2020
Q4 | $469K | Hold |
11,434
| – | – | 0.28% | 60 |
|
|
2020
Q3 | $442 | Hold |
11,434
| – | – | 0.17% | 67 |
|
|
2020
Q2 | $449K | Buy |
11,434
+300
| +3% | +$11.8K | 0.32% | 56 |
|
|
2020
Q1 | $431K | Hold |
11,134
| – | – | 0.36% | 51 |
|
|
2019
Q4 | $556K | Buy |
11,134
+600
| +6% | +$30K | 0.37% | 55 |
|
|
2019
Q3 | $431K | Hold |
10,534
| – | – | 0.32% | 59 |
|
|
2019
Q2 | $499K | Hold |
10,534
| – | – | 0.37% | 47 |
|
|
2019
Q1 | $605K | Hold |
10,534
| – | – | 0.48% | 46 |
|
|
2018
Q4 | $520K | Hold |
10,534
| – | – | 0.56% | 38 |
|
|
2018
Q3 | $635K | Buy |
+10,534
| New | +$635K | 0.57% | 35 |
|
|
2018
Q1 | $670K | Sell |
10,744
-1,581
| -13% | -$98.6K | 0.58% | 34 |
|
|
2017
Q4 | $880K | Sell |
12,325
-233
| -2% | -$16.6K | 0.74% | 24 |
|
|
2017
Q3 | $796K | Sell |
12,558
-161
| -1% | -$10.2K | 0.7% | 25 |
|
|
2017
Q2 | $877K | Sell |
12,719
-210
| -2% | -$14.5K | 0.91% | 21 |
|
|
2017
Q1 | $923K | Hold |
12,929
| – | – | 0.85% | 22 |
|
|
2016
Q4 | $874K | Buy |
+12,929
| New | +$874K | 0.84% | 20 |
|