Soltis Investment Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Sell |
15,324
-1,525
| -9% | -$98.1K | 0.07% | 217 |
|
|
2025
Q4 | $972K | Buy |
16,849
+2,172
| +15% | +$131K | 0.06% | 218 |
|
|
2025
Q3 | $970K | Buy |
14,677
+288
| +2% | +$18.2K | 0.07% | 207 |
|
|
2025
Q2 | $844K | Buy |
14,389
+8,438
| +142% | +$496K | 0.07% | 192 |
|
|
2025
Q1 | $357K | Buy |
5,951
+190
| +3% | +$10.4K | 0.03% | 276 |
|
|
2024
Q4 | $301K | Buy |
5,761
+1,126
| +24% | +$60K | 0.03% | 288 |
|
|
2024
Q3 | $237K | Sell |
4,635
-964
| -17% | -$48.7K | 0.02% | 321 |
|
|
2024
Q2 | $255K | Buy |
5,599
+1,001
| +22% | +$44.4K | 0.03% | 282 |
|
|
2024
Q1 | $201K | Sell |
4,598
-3,554
| -44% | -$147K | 0.02% | 289 |
|
|
2023
Q4 | $329K | Sell |
8,152
-1,546
| -16% | -$63.9K | 0.04% | 231 |
|
|
2023
Q3 | $408K | Buy |
9,698
+1,464
| +18% | +$64.7K | 0.05% | 184 |
|
|
2023
Q2 | $373K | Buy |
8,234
+260
| +3% | +$11.8K | 0.04% | 194 |
|
|
2023
Q1 | $356K | Buy |
7,974
+40
| +0.5% | +$1.84K | 0.05% | 195 |
|
|
2022
Q4 | $363K | Buy |
+7,934
| New | +$359K | 0.05% | 187 |
|
|
2022
Q2 | – | Sell |
-3,984
| Closed | -$208K | – | 257 |
|
|
2022
Q1 | $208K | Buy |
+3,984
| New | +$203K | 0.03% | 239 |
|
|
2021
Q4 | – | Sell |
-39,509
| Closed | -$1.8M | – | 269 |
|
|
2021
Q3 | $1.8M | Buy |
39,509
+1,644
| +4% | +$79.4K | 0.28% | 77 |
|
|
2021
Q2 | $1.8M | Buy |
37,865
+5,859
| +18% | +$288K | 0.29% | 75 |
|
|
2021
Q1 | $1.64M | Buy |
32,006
+5,247
| +20% | +$235K | 0.3% | 67 |
|
|
2020
Q4 | $1.1M | Buy |
+26,759
| New | +$1.07M | 0.2% | 82 |
|
Other funds holding MO
VCM
VPM
