Waverly 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 | $3.18M | Buy |
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|
2025
Q1 | $3.16M | Buy |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $724K | Sell |
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|
2023
Q3 | $756K | Buy |
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|
2023
Q2 | $811K | Buy |
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|
2023
Q1 | $790K | Sell |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $745K | Buy |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $679K | Sell |
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|
2021
Q4 | $655K | Sell |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $602K | Buy |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $279K | Sell |
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|
2018
Q3 | $666K | Buy |
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|
2018
Q2 | $570K | Buy |
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|
2018
Q1 | $625K | Sell |
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|
2017
Q4 | $809K | Buy |
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|
2017
Q3 | $637K | Buy |
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|
2017
Q2 | $748K | Sell |
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|
2017
Q1 | $729K | Buy |
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|
2016
Q4 | $314K | Buy |
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|
2016
Q3 | $252K | Sell |
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|
2016
Q2 | $318K | Buy |
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|
2016
Q1 | $287K | Buy |
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|
2015
Q4 | $243K | Sell |
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|
2015
Q3 | $236K | Buy |
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|
2015
Q2 | $192K | Buy |
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|
2015
Q1 | $152K | Buy |
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|
2014
Q4 | $71K | Sell |
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|
2014
Q3 | $101K | Sell |
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|
2014
Q2 | $105K | Sell |
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|
2014
Q1 | $111K | Buy |
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|
2013
Q4 | $62K | Sell |
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|
2013
Q3 | $96K | Buy |
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