TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $605K | Buy |
9,163
+353
| +4% | +$22.7K | 0.03% | 133 |
|
|
2025
Q4 | $508K | Sell |
8,810
-416
| -5% | -$25.1K | 0.03% | 145 |
|
|
2025
Q3 | $610K | Sell |
9,226
-231
| -2% | -$14.6K | 0.04% | 135 |
|
|
2025
Q2 | $554K | Buy |
9,457
+191
| +2% | +$11.2K | 0.04% | 136 |
|
|
2025
Q1 | $556K | Buy |
9,266
+799
| +9% | +$43.6K | 0.04% | 118 |
|
|
2024
Q4 | $443K | Sell |
8,467
-133
| -2% | -$7.08K | 0.04% | 134 |
|
|
2024
Q3 | $439K | Sell |
8,600
-368
| -4% | -$18.6K | 0.04% | 147 |
|
|
2024
Q2 | $408K | Buy |
8,968
+1,669
| +23% | +$74K | 0.04% | 140 |
|
|
2024
Q1 | $318K | Sell |
7,299
-255
| -3% | -$10.6K | 0.03% | 164 |
|
|
2023
Q4 | $305K | Sell |
7,554
-1,395
| -16% | -$57.7K | 0.03% | 159 |
|
|
2023
Q3 | $376K | Buy |
8,949
+621
| +7% | +$27.4K | 0.05% | 132 |
|
|
2023
Q2 | $377K | Buy |
8,328
+25
| +0.3% | +$1.13K | 0.05% | 132 |
|
|
2023
Q1 | $370K | Buy |
8,303
+17
| +0.2% | +$782 | 0.05% | 130 |
|
|
2022
Q4 | $379K | Buy |
8,286
+14
| +0.2% | +$634 | 0.05% | 123 |
|
|
2022
Q3 | $334K | Buy |
8,272
+47
| +0.6% | +$2.05K | 0.05% | 120 |
|
|
2022
Q2 | $344K | Buy |
8,225
+93
| +1% | +$4.82K | 0.05% | 124 |
|
|
2022
Q1 | $425K | Buy |
8,132
+10
| +0.1% | +$509 | 0.06% | 110 |
|
|
2021
Q4 | $385K | Sell |
8,122
-1,378
| -15% | -$63.1K | 0.06% | 118 |
|
|
2021
Q3 | $432K | Buy |
9,500
+13
| +0.1% | +$628 | 0.07% | 121 |
|
|
2021
Q2 | $452K | Sell |
9,487
-691
| -7% | -$34K | 0.08% | 121 |
|
|
2021
Q1 | $521K | Sell |
10,178
-690
| -6% | -$30.9K | 0.24% | 94 |
|
|
2020
Q4 | $446K | Sell |
10,868
-1,094
| -9% | -$43.9K | 0.22% | 103 |
|
|
2020
Q3 | $462K | Sell |
11,962
-752
| -6% | -$31.3K | 0.19% | 90 |
|
|
2020
Q2 | $499K | Sell |
12,714
-340
| -3% | -$13.3K | 0.22% | 76 |
|
|
2020
Q1 | $505K | Buy |
13,054
+731
| +6% | +$32.4K | 0.25% | 73 |
|
|
2019
Q4 | $615K | Buy |
12,323
+27
| +0.2% | +$1.27K | 0.24% | 74 |
|
|
2019
Q3 | $503K | Sell |
12,296
-111
| -0.9% | -$5.11K | 0.22% | 79 |
|
|
2019
Q2 | $587K | Buy |
12,407
+45
| +0.4% | +$2.36K | 0.27% | 71 |
|
|
2019
Q1 | $710K | Sell |
12,362
-2,703
| -18% | -$138K | 0.32% | 67 |
|
|
2018
Q4 | $744K | Sell |
15,065
-1,202
| -7% | -$69.6K | 0.37% | 62 |
|
|
2018
Q3 | $981K | Sell |
16,267
-5,552
| -25% | -$330K | 0.41% | 56 |
|
|
2018
Q2 | $1.24M | Buy |
21,819
+4,814
| +28% | +$278K | 0.55% | 45 |
|
|
2018
Q1 | $1.06M | Sell |
17,005
-579
| -3% | -$38.3K | 0.49% | 47 |
|
|
2017
Q4 | $1.26M | Sell |
17,584
-226
| -1% | -$15.1K | 0.55% | 43 |
|
|
2017
Q3 | $1.13M | Sell |
17,810
-456
| -2% | -$30.4K | 0.55% | 44 |
|
|
2017
Q2 | $1.36M | Sell |
18,266
-64
| -0.3% | -$4.68K | 0.69% | 37 |
|
|
2017
Q1 | $1.31M | Sell |
18,330
-968
| -5% | -$70.1K | 0.68% | 36 |
|
|
2016
Q4 | $1.3M | Buy |
19,298
+697
| +4% | +$44.9K | 0.68% | 35 |
|
|
2016
Q3 | $1.18M | Buy |
18,601
+26
| +0.1% | +$1.73K | 0.64% | 41 |
|
|
2016
Q2 | $1.28M | Sell |
18,575
-299
| -2% | -$19.1K | 0.71% | 34 |
|
|
2016
Q1 | $1.18M | Buy |
18,874
+405
| +2% | +$24.5K | 0.66% | 36 |
|
|
2015
Q4 | $1.07M | Buy |
18,469
+156
| +0.9% | +$9.04K | 0.6% | 43 |
|
|
2015
Q3 | $996K | Buy |
18,313
+55
| +0.3% | +$2.95K | 0.6% | 43 |
|
|
2015
Q2 | $893K | Buy |
18,258
+40
| +0.2% | +$2.03K | 0.51% | 49 |
|
|
2015
Q1 | $911K | Sell |
18,218
-410
| -2% | -$21.8K | 0.57% | 45 |
|
|
2014
Q4 | $918K | Sell |
18,628
-40
| -0.2% | -$1.95K | 0.57% | 45 |
|
|
2014
Q3 | $858K | Buy |
18,668
+43
| +0.2% | +$1.84K | 0.54% | 45 |
|
|
2014
Q2 | $781K | Buy |
18,625
+87
| +0.5% | +$3.5K | 0.47% | 49 |
|
|
2014
Q1 | $694K | Sell |
18,538
-1,497
| -7% | -$54.4K | 0.45% | 51 |
|
|
2013
Q4 | $769K | Buy |
20,035
+1,473
| +8% | +$54.4K | 0.48% | 46 |
|
|
2013
Q3 | $638K | Sell |
18,562
-404
| -2% | -$14.2K | 0.49% | 48 |
|
|
2013
Q2 | $664K | Buy |
+18,966
| New | +$681K | 0.5% | 48 |
|
Other funds holding MO
VCM
VPM
