Univest Financial’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
Q3 | $680K | Sell |
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|
2025
Q2 | $789K | Buy |
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|
2025
Q1 | $802K | Sell |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $232K | Sell |
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $254K | Hold |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $221K | Hold |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $409K | Buy |
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|
2019
Q3 | $245K | Hold |
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|
2019
Q2 | $284K | Sell |
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|
2019
Q1 | $364K | Buy |
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|
2018
Q4 | $300K | Buy |
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|
2018
Q3 | $353K | Hold |
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|
2018
Q2 | $332K | Sell |
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|
2018
Q1 | $375K | Sell |
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|
2017
Q4 | $443K | Sell |
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|
2017
Q3 | $402K | Buy |
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|
2017
Q2 | $464K | Hold |
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|
2017
Q1 | $445K | Buy |
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|
2016
Q4 | $409K | Sell |
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|
2016
Q3 | $410K | Buy |
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|
2016
Q2 | $378K | Sell |
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|
2016
Q1 | $359K | Buy |
|