SVB Wealth’s Altria Group MO Stock Holding History

SVB Wealth’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.03M	Buy	51,689 +1,043	+2%	+$61.2K	0.16%	124
2025 Q1	$3.04M	Buy	50,646 +8,181	+19%	+$491K	0.12%	90
2024 Q4	$2.22M	Buy	+42,465	New	+$2.22M	0.04%	219
2024 Q3	–	Sell	-27,032	Closed	-$1.23M	–	379
2024 Q2	$1.23M	Sell	27,032 -2,776	-9%	-$126K	0.03%	280
2024 Q1	$1.3M	Sell	29,808 -4,169	-12%	-$182K	0.03%	299
2023 Q4	$1.37M	Buy	33,977 +2,620	+8%	+$106K	0.03%	295
2023 Q3	$1.32M	Buy	31,357 +1,026	+3%	+$43.1K	0.03%	278
2023 Q2	$1.37M	Sell	30,331 -7,408	-20%	-$336K	0.02%	297
2023 Q1	$1.68M	Buy	37,739 +2,137	+6%	+$95.4K	0.02%	296
2022 Q4	$1.63M	Sell	35,602 -191	-0.5%	-$8.73K	0.02%	305
2022 Q3	$1.45M	Buy	35,793 +6,390	+22%	+$258K	0.02%	304
2022 Q2	$1.23M	Buy	29,403 +508	+2%	+$21.2K	0.02%	284
2022 Q1	$1.51M	Buy	28,895 +2,218	+8%	+$116K	0.02%	264
2021 Q4	$1.26M	Sell	26,677 -775	-3%	-$36.7K	0.02%	277
2021 Q3	$1.25M	Sell	27,452 -779	-3%	-$35.5K	0.02%	344
2021 Q2	$1.35M	Sell	28,231 -209	-0.7%	-$9.97K	0.02%	323
2021 Q1	$1.46M	Sell	28,440 -2,320	-8%	-$119K	0.02%	287
2020 Q4	$1.26M	Buy	30,760 +1,298	+4%	+$53.2K	0.02%	294
2020 Q3	$1.14M	Buy	29,462 +2,971	+11%	+$115K	0.02%	279
2020 Q2	$1.04M	Buy	26,491 +1,994	+8%	+$78.3K	0.02%	266
2020 Q1	$947K	Sell	24,497 -52	-0.2%	-$2.01K	0.02%	237
2019 Q4	$1.23M	Sell	24,549 -8,117	-25%	-$405K	0.02%	273
2019 Q3	$1.34M	Sell	32,666 -18,601	-36%	-$761K	0.03%	244
2019 Q2	$2.43M	Sell	51,267 -1,628	-3%	-$77.1K	0.08%	187
2019 Q1	$3.04M	Sell	52,895 -5,072	-9%	-$291K	0.12%	121
2018 Q4	$2.86M	Sell	57,967 -7,645	-12%	-$378K	0.12%	122
2018 Q3	$3.96M	Sell	65,612 -996	-1%	-$60.1K	0.14%	115
2018 Q2	$3.78M	Sell	66,608 -6,182	-8%	-$351K	0.15%	112
2018 Q1	$4.54M	Sell	72,790 -2,850	-4%	-$178K	0.17%	105
2017 Q4	$5.4M	Sell	75,640 -17,968	-19%	-$1.28M	0.2%	100
2017 Q3	$5.94M	Buy	93,608 +3,692	+4%	+$234K	0.23%	101
2017 Q2	$6.7M	Sell	89,916 -15,880	-15%	-$1.18M	0.26%	99
2017 Q1	$7.56M	Sell	105,796 -43,499	-29%	-$3.11M	0.3%	90
2016 Q4	$10.1M	Buy	149,295 +6,109	+4%	+$413K	0.42%	73
2016 Q3	$9.05M	Buy	143,186 +962	+0.7%	+$60.8K	0.37%	85
2016 Q2	$9.81M	Buy	142,224 +4,526	+3%	+$312K	0.4%	78
2016 Q1	$8.63M	Sell	137,698 -13,131	-9%	-$823K	0.35%	79
2015 Q4	$8.78M	Buy	150,829 +57,481	+62%	+$3.35M	0.35%	82
2015 Q3	$5.08M	Sell	93,348 -7,854	-8%	-$427K	0.2%	127
2015 Q2	$4.95M	Sell	101,202 -2,542	-2%	-$124K	0.16%	144
2015 Q1	$5.19M	Sell	103,744 -12,545	-11%	-$627K	0.17%	144
2014 Q4	$5.73M	Buy	+116,289	New	+$5.73M	0.19%	130