West Paces Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-537
| Closed | -$32.2K | – | 421 |
|
|
2025
Q1 | $32.2K | Sell |
537
-42
| -7% | -$2.52K | 0.01% | 266 |
|
|
2024
Q4 | $30.3K | Hold |
579
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $29.6K | Hold |
579
| – | – | 0.01% | 278 |
|
|
2024
Q2 | $26.4K | Hold |
579
| – | – | 0.01% | 275 |
|
|
2024
Q1 | $25.3K | Hold |
579
| – | – | 0.01% | 291 |
|
|
2023
Q4 | $23.4K | Hold |
579
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $24.3K | Sell |
579
-28
| -5% | -$1.18K | 0.01% | 277 |
|
|
2023
Q2 | $27.5K | Hold |
607
| – | – | 0.01% | 280 |
|
|
2023
Q1 | $27.1K | Buy |
607
+90
| +17% | +$4.02K | 0.01% | 277 |
|
|
2022
Q4 | $23.6K | Hold |
517
| – | – | 0.01% | 275 |
|
|
2022
Q3 | $20.9K | Hold |
517
| – | – | 0.01% | 281 |
|
|
2022
Q2 | $21.6K | Sell |
517
-297
| -36% | -$12.4K | 0.01% | 289 |
|
|
2022
Q1 | $42.5K | Sell |
814
-250
| -23% | -$13.1K | 0.01% | 240 |
|
|
2021
Q4 | $50.4K | Buy |
1,064
+28
| +3% | +$1.33K | 0.02% | 233 |
|
|
2021
Q3 | $47.2K | Buy |
1,036
+250
| +32% | +$11.4K | 0.02% | 216 |
|
|
2021
Q2 | $37.5K | Hold |
786
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $40.2K | Sell |
786
-166
| -17% | -$8.49K | 0.02% | 209 |
|
|
2020
Q4 | $39K | Hold |
952
| – | – | 0.02% | 202 |
|
|
2020
Q3 | $36.8K | Hold |
952
| – | – | 0.02% | 194 |
|
|
2020
Q2 | $37.4K | Buy |
952
+75
| +9% | +$2.94K | 0.02% | 197 |
|
|
2020
Q1 | $33.9K | Sell |
877
-193
| -18% | -$7.46K | 0.02% | 195 |
|
|
2019
Q4 | $53.4K | Sell |
1,070
-4,682
| -81% | -$234K | 0.03% | 183 |
|
|
2019
Q3 | $235K | Sell |
5,752
-132
| -2% | -$5.4K | 0.14% | 100 |
|
|
2019
Q2 | $279K | Sell |
5,884
-61
| -1% | -$2.89K | 0.17% | 90 |
|
|
2019
Q1 | $341K | Sell |
5,945
-6,799
| -53% | -$390K | 0.24% | 84 |
|
|
2018
Q4 | $629K | Sell |
12,744
-692
| -5% | -$34.2K | 0.49% | 50 |
|
|
2018
Q3 | $810K | Sell |
13,436
-130
| -1% | -$7.84K | 0.58% | 38 |
|
|
2018
Q2 | $770K | Buy |
13,566
+233
| +2% | +$13.2K | 0.58% | 40 |
|
|
2018
Q1 | $831K | Sell |
13,333
-215
| -2% | -$13.4K | 0.62% | 33 |
|
|
2017
Q4 | $967K | Sell |
13,548
-516
| -4% | -$36.8K | 0.72% | 29 |
|
|
2017
Q3 | $892K | Sell |
14,064
-1,789
| -11% | -$113K | 0.67% | 33 |
|
|
2017
Q2 | $1.18M | Buy |
15,853
+94
| +0.6% | +$7K | 0.94% | 17 |
|
|
2017
Q1 | $1.13M | Buy |
15,759
+1,686
| +12% | +$120K | 0.9% | 23 |
|
|
2016
Q4 | $952K | Buy |
+14,073
| New | +$952K | 0.89% | 22 |
|