Valmark Advisers’s Altria Group MO Stock Holding History

Valmark Advisers’s Portfolio MO Stock Details MO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$331K	Buy	5,653 +643	+13%	+$37.7K	﹤0.01%	522
2025 Q1	$301K	Sell	5,010 -137	-3%	-$8.22K	﹤0.01%	516
2024 Q4	$269K	Buy	5,147 +1,065	+26%	+$55.7K	﹤0.01%	530
2024 Q3	$208K	Buy	+4,082	New	+$208K	﹤0.01%	571
2024 Q2	–	Sell	-7,224	Closed	-$315K	–	571
2024 Q1	$315K	Buy	7,224 +60	+0.8%	+$2.62K	0.01%	444
2023 Q4	$289K	Sell	7,164 -166	-2%	-$6.7K	0.01%	427
2023 Q3	$308K	Sell	7,330 -63	-0.9%	-$2.65K	0.01%	390
2023 Q2	$335K	Sell	7,393 -24,642	-77%	-$1.12M	0.01%	385
2023 Q1	$1.43M	Buy	32,035 +18	+0.1%	+$803	0.03%	181
2022 Q4	$1.46M	Buy	32,017 +1,403	+5%	+$64.1K	0.03%	170
2022 Q3	$1.24M	Buy	30,614 +239	+0.8%	+$9.65K	0.02%	164
2022 Q2	$1.27M	Buy	30,375 +374	+1%	+$15.6K	0.02%	166
2022 Q1	$1.57M	Buy	30,001 +646	+2%	+$33.8K	0.03%	151
2021 Q4	$1.39M	Buy	29,355 +4,311	+17%	+$204K	0.02%	155
2021 Q3	$1.14M	Sell	25,044 -11	-0%	-$501	0.02%	172
2021 Q2	$1.2M	Sell	25,055 -149	-0.6%	-$7.11K	0.02%	168
2021 Q1	$1.29M	Buy	25,204 +845	+3%	+$43.2K	0.02%	152
2020 Q4	$999K	Sell	24,359 -987	-4%	-$40.5K	0.02%	165
2020 Q3	$979K	Buy	25,346 +5	+0%	+$193	0.02%	134
2020 Q2	$995K	Sell	25,341 -105	-0.4%	-$4.12K	0.02%	116
2020 Q1	$984K	Sell	25,446 -1,192	-4%	-$46.1K	0.03%	99
2019 Q4	$1.33M	Sell	26,638 -445	-2%	-$22.2K	0.03%	84
2019 Q3	$1.11M	Buy	27,083 +506	+2%	+$20.7K	0.02%	96
2019 Q2	$1.26M	Sell	26,577 -701	-3%	-$33.2K	0.03%	80
2019 Q1	$1.57M	Sell	27,278 -8	-0%	-$460	0.03%	68
2018 Q4	$1.35M	Buy	27,286 +60	+0.2%	+$2.96K	0.03%	68
2018 Q3	$1.64M	Sell	27,226 -1,163	-4%	-$70.1K	0.04%	57
2018 Q2	$1.61M	Sell	28,389 -200	-0.7%	-$11.4K	0.04%	59
2018 Q1	$1.78M	Sell	28,589 -2,384	-8%	-$149K	0.04%	55
2017 Q4	$2.21M	Buy	+30,973	New	+$2.21M	0.05%	48