SVWAG
Sound View Wealth Advisors Group’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
71,852
+435
| +0.6% | +$25.5K | 0.31% | 75 |
|
|
2025
Q1 | $4.29M | Sell |
71,417
-2,641
| -4% | -$159K | 0.35% | 65 |
|
|
2024
Q4 | $3.87M | Buy |
74,058
+505
| +0.7% | +$26.4K | 0.31% | 68 |
|
|
2024
Q3 | $3.75M | Buy |
73,553
+36,939
| +101% | +$1.89M | 0.31% | 77 |
|
|
2024
Q2 | $1.67M | Sell |
36,614
-1,462
| -4% | -$66.6K | 0.17% | 122 |
|
|
2024
Q1 | $1.66M | Sell |
38,076
-39,191
| -51% | -$1.71M | 0.18% | 123 |
|
|
2023
Q4 | $3.12M | Buy |
77,267
+34,386
| +80% | +$1.39M | 0.34% | 73 |
|
|
2023
Q3 | $1.8M | Buy |
42,881
+442
| +1% | +$18.6K | 0.22% | 98 |
|
|
2023
Q2 | $1.92M | Buy |
42,439
+995
| +2% | +$45.1K | 0.25% | 89 |
|
|
2023
Q1 | $1.85M | Sell |
41,444
-35,823
| -46% | -$1.6M | 0.25% | 92 |
|
|
2022
Q4 | $3.12M | Buy |
77,267
+43,250
| +127% | +$1.74M | 0.34% | 73 |
|
|
2022
Q3 | $1.37M | Buy |
34,017
+1,019
| +3% | +$41.2K | 0.31% | 81 |
|
|
2022
Q2 | $1.38M | Sell |
32,998
-1,005
| -3% | -$42K | 0.29% | 88 |
|
|
2022
Q1 | $1.78M | Sell |
34,003
-515
| -1% | -$26.9K | 0.34% | 74 |
|
|
2021
Q4 | $1.64M | Sell |
34,518
-1,214
| -3% | -$57.5K | 0.31% | 85 |
|
|
2021
Q3 | $1.63M | Sell |
35,732
-1,968
| -5% | -$89.6K | 0.34% | 76 |
|
|
2021
Q2 | $1.8M | Sell |
37,700
-2,507
| -6% | -$120K | 0.38% | 70 |
|
|
2021
Q1 | $2.06M | Sell |
40,207
-515
| -1% | -$26.3K | 0.48% | 58 |
|
|
2020
Q4 | $1.67M | Sell |
40,722
-1,719
| -4% | -$70.5K | 0.41% | 66 |
|
|
2020
Q3 | $1.64M | Sell |
42,441
-5,320
| -11% | -$206K | 0.43% | 60 |
|
|
2020
Q2 | $1.88M | Buy |
47,761
+446
| +0.9% | +$17.5K | 0.53% | 54 |
|
|
2020
Q1 | $1.83M | Sell |
47,315
-1,862
| -4% | -$72K | 0.63% | 52 |
|
|
2019
Q4 | $2.45M | Sell |
49,177
-1,795
| -4% | -$89.6K | 0.69% | 46 |
|
|
2019
Q3 | $2.09M | Sell |
50,972
-15,728
| -24% | -$643K | 0.62% | 49 |
|
|
2019
Q2 | $3.16M | Buy |
+66,700
| New | +$3.16M | 0.93% | 33 |
|