Univest Financial’s Altria Group MO Stock Holding History

Univest Financial’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	$789K	Buy	13,452 +85	+0.6%	+$4.98K	0.05%	162
2025 Q1	$802K	Sell	13,367 -364	-3%	-$21.8K	0.05%	168
2024 Q4	$718K	Sell	13,731 -1,479	-10%	-$77.3K	0.05%	174
2024 Q3	$776K	Buy	15,210 +9,880	+185%	+$504K	0.05%	167
2024 Q2	$243K	Hold	5,330	–	–	0.07%	120
2024 Q1	$232K	Sell	5,330 -300	-5%	-$13.1K	0.07%	122
2023 Q4	$227K	Buy	5,630 +300	+6%	+$12.1K	0.07%	111
2023 Q3	$224K	Hold	5,330	–	–	0.07%	101
2023 Q2	$241K	Hold	5,330	–	–	0.07%	97
2023 Q1	$238K	Hold	5,330	–	–	0.07%	88
2022 Q4	$244K	Hold	5,330	–	–	0.08%	95
2022 Q3	$215K	Hold	5,330	–	–	0.07%	96
2022 Q2	$223K	Sell	5,330 -114	-2%	-$4.77K	0.07%	95
2022 Q1	$284K	Buy	5,444 +114	+2%	+$5.95K	0.08%	92
2021 Q4	$253K	Hold	5,330	–	–	0.06%	98
2021 Q3	$243K	Hold	5,330	–	–	0.07%	98
2021 Q2	$254K	Hold	5,330	–	–	0.07%	101
2021 Q1	$273K	Hold	5,330	–	–	0.08%	94
2020 Q4	$219K	Sell	5,330 -388	-7%	-$15.9K	0.06%	103
2020 Q3	$221K	Hold	5,718	–	–	0.07%	98
2020 Q2	$225K	Sell	5,718 -624	-10%	-$24.6K	0.07%	95
2020 Q1	$245K	Buy	6,342 +296	+5%	+$11.4K	0.1%	99
2019 Q4	$409K	Buy	6,046 +58	+1%	+$3.92K	0.17%	76
2019 Q3	$245K	Hold	5,988	–	–	0.08%	103
2019 Q2	$284K	Sell	5,988 -355	-6%	-$16.8K	0.09%	99
2019 Q1	$364K	Buy	6,343 +270	+4%	+$15.5K	0.12%	90
2018 Q4	$300K	Buy	6,073 +224	+4%	+$11.1K	0.11%	98
2018 Q3	$353K	Hold	5,849	–	–	0.11%	88
2018 Q2	$332K	Sell	5,849 -165	-3%	-$9.37K	0.13%	83
2018 Q1	$375K	Sell	6,014 -184	-3%	-$11.5K	0.16%	71
2017 Q4	$443K	Sell	6,198 -148	-2%	-$10.6K	0.18%	70
2017 Q3	$402K	Buy	6,346 +113	+2%	+$7.16K	0.17%	73
2017 Q2	$464K	Hold	6,233	–	–	0.2%	69
2017 Q1	$445K	Buy	6,233 +187	+3%	+$13.4K	0.19%	67
2016 Q4	$409K	Sell	6,046 -433	-7%	-$29.3K	0.17%	76
2016 Q3	$410K	Buy	6,479 +996	+18%	+$63K	0.19%	71
2016 Q2	$378K	Sell	5,483 -250	-4%	-$17.2K	0.17%	73
2016 Q1	$359K	Buy	+5,733	New	+$359K	0.16%	72