Summit Financial Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $238K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $300K | Hold |
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $305K | Hold |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $394K | Hold |
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|
2021
Q4 | $369K | Sell |
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|
2021
Q3 | $397K | Hold |
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|
2021
Q2 | $416K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $464K | Sell |
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|
2019
Q3 | $462K | Hold |
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|
2019
Q2 | $513K | Sell |
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|
2019
Q1 | $629K | Sell |
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|
2018
Q4 | $641K | Sell |
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|
2018
Q3 | $840K | Sell |
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|
2018
Q2 | $1.19M | Hold |
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|
2018
Q1 | $1.19M | Buy |
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|
2017
Q4 | $1.34M | Sell |
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|
2017
Q3 | $1.26M | Sell |
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|
2017
Q2 | $1.54M | Buy |
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|
2017
Q1 | $772K | Sell |
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|
2016
Q4 | $738K | Sell |
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|
2016
Q3 | $793K | Sell |
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|
2016
Q2 | $879K | Buy |
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|
2016
Q1 | $783K | Buy |
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|
2015
Q4 | $701K | Buy |
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|
2015
Q3 | $297K | Sell |
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|
2015
Q2 | $311K | Buy |
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|
2015
Q1 | $299K | Buy |
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|
2014
Q4 | $266K | Buy |
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