Toth Financial Advisory’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
4,969
+1
| +0% | +$59 | 0.03% | 194 |
|
|
2025
Q1 | $298K | Buy |
4,968
+1
| +0% | +$60 | 0.04% | 188 |
|
|
2024
Q4 | $260K | Sell |
4,967
-35
| -0.7% | -$1.83K | 0.03% | 192 |
|
|
2024
Q3 | $255K | Sell |
5,002
-94
| -2% | -$4.8K | 0.03% | 192 |
|
|
2024
Q2 | $232K | Buy |
5,096
+1
| +0% | +$46 | 0.03% | 194 |
|
|
2024
Q1 | $222K | Sell |
5,095
-29
| -0.6% | -$1.27K | 0.03% | 194 |
|
|
2023
Q4 | $207K | Sell |
5,124
-984
| -16% | -$39.7K | 0.03% | 204 |
|
|
2023
Q3 | $257K | Sell |
6,108
-22
| -0.4% | -$925 | 0.04% | 181 |
|
|
2023
Q2 | $278K | Sell |
6,130
-15
| -0.2% | -$680 | 0.04% | 173 |
|
|
2023
Q1 | $274K | Sell |
6,145
-39
| -0.6% | -$1.74K | 0.04% | 172 |
|
|
2022
Q4 | $283K | Sell |
6,184
-74
| -1% | -$3.38K | 0.05% | 174 |
|
|
2022
Q3 | $253K | Sell |
6,258
-725
| -10% | -$29.3K | 0.05% | 161 |
|
|
2022
Q2 | $292K | Sell |
6,983
-9,688
| -58% | -$405K | 0.05% | 155 |
|
|
2022
Q1 | $871K | Buy |
16,671
+11,366
| +214% | +$594K | 0.13% | 124 |
|
|
2021
Q4 | $251K | Sell |
5,305
-88
| -2% | -$4.16K | 0.03% | 192 |
|
|
2021
Q3 | $245K | Sell |
5,393
-139
| -3% | -$6.32K | 0.04% | 183 |
|
|
2021
Q2 | $264K | Sell |
5,532
-103
| -2% | -$4.92K | 0.04% | 172 |
|
|
2021
Q1 | $288K | Sell |
5,635
-105
| -2% | -$5.37K | 0.05% | 185 |
|
|
2020
Q4 | $235K | Buy |
5,740
+591
| +11% | +$24.2K | 0.04% | 184 |
|
|
2020
Q3 | $199K | Sell |
5,149
-883
| -15% | -$34.1K | 0.04% | 182 |
|
|
2020
Q2 | $237K | Sell |
6,032
-453
| -7% | -$17.8K | 0.05% | 167 |
|
|
2020
Q1 | $251K | Sell |
6,485
-576
| -8% | -$22.3K | 0.07% | 120 |
|
|
2019
Q4 | $352K | Sell |
7,061
-687
| -9% | -$34.2K | 0.07% | 146 |
|
|
2019
Q3 | $317K | Sell |
7,748
-1,088
| -12% | -$44.5K | 0.07% | 135 |
|
|
2019
Q2 | $418K | Sell |
8,836
-94
| -1% | -$4.45K | 0.09% | 114 |
|
|
2019
Q1 | $513K | Buy |
8,930
+5
| +0.1% | +$287 | 0.12% | 109 |
|
|
2018
Q4 | $441K | Sell |
8,925
-503
| -5% | -$24.9K | 0.12% | 102 |
|
|
2018
Q3 | $569K | Sell |
9,428
-189
| -2% | -$11.4K | 0.13% | 111 |
|
|
2018
Q2 | $546K | Sell |
9,617
-270
| -3% | -$15.3K | 0.13% | 116 |
|
|
2018
Q1 | $616K | Buy |
9,887
+456
| +5% | +$28.4K | 0.15% | 110 |
|
|
2017
Q4 | $673K | Sell |
9,431
-3
| -0% | -$214 | 0.16% | 104 |
|
|
2017
Q3 | $598K | Sell |
9,434
-77
| -0.8% | -$4.88K | 0.15% | 109 |
|
|
2017
Q2 | $708K | Sell |
9,511
-10
| -0.1% | -$744 | 0.18% | 99 |
|
|
2017
Q1 | $680K | Sell |
9,521
-148
| -2% | -$10.6K | 0.18% | 104 |
|
|
2016
Q4 | $654K | Buy |
9,669
+16
| +0.2% | +$1.08K | 0.19% | 100 |
|
|
2016
Q3 | $610K | Buy |
9,653
+292
| +3% | +$18.5K | 0.18% | 100 |
|
|
2016
Q2 | $646K | Buy |
9,361
+308
| +3% | +$21.3K | 0.2% | 95 |
|
|
2016
Q1 | $567K | Buy |
9,053
+160
| +2% | +$10K | 0.19% | 88 |
|
|
2015
Q4 | $518K | Buy |
8,893
+165
| +2% | +$9.61K | 0.17% | 90 |
|
|
2015
Q3 | $475K | Hold |
8,728
| – | – | 0.17% | 86 |
|
|
2015
Q2 | $427K | Sell |
8,728
-10
| -0.1% | -$489 | 0.14% | 106 |
|
|
2015
Q1 | $437K | Buy |
8,738
+10
| +0.1% | +$500 | 0.15% | 98 |
|
|
2014
Q4 | $430K | Sell |
8,728
-335
| -4% | -$16.5K | 0.15% | 95 |
|
|
2014
Q3 | $416K | Buy |
9,063
+100
| +1% | +$4.59K | 0.16% | 93 |
|
|
2014
Q2 | $376K | Sell |
8,963
-65
| -0.7% | -$2.73K | 0.14% | 94 |
|
|
2014
Q1 | $338K | Sell |
9,028
-100
| -1% | -$3.74K | 0.14% | 95 |
|
|
2013
Q4 | $350K | Buy |
9,128
+100
| +1% | +$3.83K | 0.15% | 89 |
|
|
2013
Q3 | $310K | Sell |
9,028
-150
| -2% | -$5.15K | 0.15% | 91 |
|
|
2013
Q2 | $321K | Buy |
+9,178
| New | +$321K | 0.16% | 91 |
|