United Capital Financial 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 | $4.2M | Buy |
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|
2025
Q1 | $3.47M | Sell |
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|
2024
Q4 | $3.1M | Buy |
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|
2024
Q3 | $3M | Buy |
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|
2024
Q2 | $2.64M | Buy |
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|
2024
Q1 | $2.45M | Buy |
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $2.9M | Sell |
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|
2022
Q3 | $2.95M | Sell |
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|
2022
Q2 | $3.81M | Sell |
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|
2022
Q1 | $6.14M | Sell |
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|
2021
Q4 | $6.03M | Sell |
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|
2021
Q3 | $6.06M | Sell |
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|
2021
Q2 | $6.39M | Sell |
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|
2021
Q1 | $7.56M | Sell |
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|
2020
Q4 | $6.58M | Sell |
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|
2020
Q3 | $6.21M | Sell |
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|
2020
Q2 | $6.37M | Buy |
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|
2020
Q1 | $5.23M | Buy |
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|
2019
Q4 | $7.81M | Sell |
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|
2019
Q3 | $42.3M | Buy |
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|
2019
Q2 | $8.09M | Buy |
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|
2019
Q1 | $8.34M | Buy |
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|
2018
Q4 | $5.37M | Buy |
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|
2018
Q3 | $5.61M | Sell |
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|
2018
Q2 | $5.45M | Sell |
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|
2018
Q1 | $6.3M | Buy |
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|
2017
Q4 | $6.45M | Sell |
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|
2017
Q3 | $5.75M | Sell |
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|
2017
Q2 | $7.01M | Sell |
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|
2017
Q1 | $7.07M | Sell |
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|
2016
Q4 | $11.8M | Buy |
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|
2016
Q3 | $7.11M | Sell |
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|
2016
Q2 | $10.7M | Buy |
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|
2016
Q1 | $8.78M | Sell |
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|
2015
Q4 | $9.87M | Buy |
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|
2015
Q3 | $5.76M | Buy |
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|
2015
Q2 | $4.45M | Sell |
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|
2015
Q1 | $7.55M | Buy |
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|
2014
Q4 | $6.41M | Sell |
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|
2014
Q3 | $6.54M | Sell |
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|
2014
Q2 | $9.17M | Sell |
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|
2014
Q1 | $9.65M | Buy |
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|
2013
Q4 | $1.5M | Sell |
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|
2013
Q3 | $10M | Sell |
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|
2013
Q2 | $10.3M | Buy |
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