SIAP
Sterling Investment Advisors (Pennsylvania)’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
6,630
-60
| -0.9% | -$3.52K | 0.09% | 141 |
|
|
2025
Q1 | $402K | Buy |
6,690
+60
| +0.9% | +$3.6K | 0.1% | 136 |
|
|
2024
Q4 | $347K | Buy |
6,630
+2,329
| +54% | +$122K | 0.08% | 123 |
|
|
2024
Q3 | $220K | Buy |
+4,301
| New | +$220K | 0.06% | 144 |
|
|
2022
Q3 | – | Sell |
-4,931
| Closed | -$206K | – | 345 |
|
|
2022
Q2 | $206K | Sell |
4,931
-659
| -12% | -$27.5K | 0.07% | 133 |
|
|
2022
Q1 | $292K | Buy |
5,590
+6
| +0.1% | +$313 | 0.08% | 128 |
|
|
2021
Q4 | $265K | Buy |
5,584
+806
| +17% | +$38.3K | 0.07% | 131 |
|
|
2021
Q3 | $217K | Buy |
4,778
+6
| +0.1% | +$272 | 0.06% | 143 |
|
|
2021
Q2 | $228K | Buy |
4,772
+659
| +16% | +$31.5K | 0.07% | 142 |
|
|
2021
Q1 | $210K | Buy |
4,113
+3
| +0.1% | +$153 | 0.07% | 139 |
|
|
2020
Q4 | $168K | Buy |
4,110
+813
| +25% | +$33.2K | 0.06% | 140 |
|
|
2020
Q3 | $127K | Buy |
3,297
+4
| +0.1% | +$154 | 0.05% | 150 |
|
|
2020
Q2 | $129K | Buy |
3,293
+122
| +4% | +$4.78K | 0.05% | 144 |
|
|
2020
Q1 | $122K | Buy |
3,171
+175
| +6% | +$6.73K | 0.06% | 134 |
|
|
2019
Q4 | $149K | Buy |
2,996
+1,450
| +94% | +$72.1K | 0.07% | 130 |
|
|
2019
Q3 | $63K | Sell |
1,546
-300
| -16% | -$12.2K | 0.03% | 186 |
|
|
2019
Q2 | $87K | Hold |
1,846
| – | – | 0.04% | 159 |
|
|
2019
Q1 | $106K | Buy |
1,846
+550
| +42% | +$31.6K | 0.05% | 148 |
|
|
2018
Q4 | $64K | Sell |
1,296
-30
| -2% | -$1.48K | 0.04% | 175 |
|
|
2018
Q3 | $80K | Sell |
1,326
-674
| -34% | -$40.7K | 0.04% | 177 |
|
|
2018
Q2 | $113K | Hold |
2,000
| – | – | 0.07% | 134 |
|
|
2018
Q1 | $125K | Sell |
2,000
-300
| -13% | -$18.8K | 0.08% | 127 |
|
|
2017
Q4 | $164K | Hold |
2,300
| – | – | 0.1% | 116 |
|
|
2017
Q3 | $146K | Hold |
2,300
| – | – | 0.1% | 115 |
|
|
2017
Q2 | $171K | Buy |
2,300
+900
| +64% | +$66.9K | 0.11% | 111 |
|
|
2017
Q1 | $100K | Buy |
1,400
+800
| +133% | +$57.1K | 0.07% | 126 |
|
|
2016
Q4 | $41K | Buy |
+600
| New | +$41K | 0.03% | 164 |
|