Summit Trail 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
Q2 | $5.58M | Buy |
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|
2025
Q1 | $5.33M | Sell |
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|
2024
Q4 | $5.57M | Sell |
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|
2024
Q3 | $5.58M | Buy |
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|
2024
Q2 | $4.65M | Buy |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $826K | Buy |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $311K | Sell |
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|
2021
Q3 | $348K | Buy |
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|
2021
Q2 | $322K | Buy |
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|
2021
Q1 | $342K | Sell |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $431K | Buy |
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|
2020
Q2 | $365K | Sell |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $463K | Buy |
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|
2019
Q3 | $377K | Buy |
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|
2019
Q2 | $426K | Buy |
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|
2019
Q1 | $375K | Sell |
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|
2018
Q4 | $427K | Sell |
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|
2018
Q3 | $903K | Buy |
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|
2018
Q2 | $758K | Sell |
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|
2018
Q1 | $870K | Sell |
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|
2017
Q4 | $1.61M | Buy |
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