SWA
SOA Wealth Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.7K | Buy |
985
+303
| +44% | +$17.8K | 0.01% | 346 |
|
|
2025
Q1 | $40.9K | Sell |
682
-93
| -12% | -$5.58K | 0.01% | 370 |
|
|
2024
Q4 | $40.5K | Sell |
775
-39
| -5% | -$2.04K | 0.01% | 357 |
|
|
2024
Q3 | $41.6K | Buy |
814
+10
| +1% | +$510 | 0.01% | 350 |
|
|
2024
Q2 | $36.6K | Sell |
804
-171
| -18% | -$7.79K | 0.01% | 352 |
|
|
2024
Q1 | $42.5K | Buy |
975
+11
| +1% | +$480 | 0.01% | 329 |
|
|
2023
Q4 | $38.9K | Buy |
964
+10
| +1% | +$404 | 0.01% | 324 |
|
|
2023
Q3 | $40.1K | Sell |
954
-91
| -9% | -$3.83K | 0.01% | 316 |
|
|
2023
Q2 | $47.4K | Buy |
1,045
+8
| +0.8% | +$363 | 0.01% | 297 |
|
|
2023
Q1 | $46.3K | Buy |
1,037
+8
| +0.8% | +$357 | 0.01% | 293 |
|
|
2022
Q4 | $47K | Buy |
1,029
+59
| +6% | +$2.7K | 0.01% | 289 |
|
|
2022
Q3 | $39K | Buy |
970
+9
| +0.9% | +$362 | 0.01% | 295 |
|
|
2022
Q2 | $40K | Sell |
961
-284
| -23% | -$11.8K | 0.01% | 292 |
|
|
2022
Q1 | $65K | Buy |
1,245
+7
| +0.6% | +$365 | 0.02% | 275 |
|
|
2021
Q4 | $58K | Sell |
1,238
-850
| -41% | -$39.8K | 0.01% | 277 |
|
|
2021
Q3 | $95K | Sell |
2,088
-3
| -0.1% | -$136 | 0.02% | 225 |
|
|
2021
Q2 | $99K | Sell |
2,091
-144
| -6% | -$6.82K | 0.03% | 216 |
|
|
2021
Q1 | $114K | Buy |
2,235
+237
| +12% | +$12.1K | 0.03% | 184 |
|
|
2020
Q4 | $87K | Buy |
+1,998
| New | +$87K | 0.02% | 207 |
|