Aaron Wealth 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 | $519K | Buy |
8,847
+1,032
| +13% | +$60.5K | 0.05% | 222 |
|
|
2025
Q1 | $469K | Buy |
7,815
+1,308
| +20% | +$78.5K | 0.05% | 227 |
|
|
2024
Q4 | $340K | Buy |
6,507
+826
| +15% | +$43.2K | 0.04% | 291 |
|
|
2024
Q3 | $290K | Buy |
+5,681
| New | +$290K | 0.03% | 313 |
|
|
2023
Q3 | – | Sell |
-22,833
| Closed | -$1.03M | – | 270 |
|
|
2023
Q2 | $1.03M | Sell |
22,833
-644
| -3% | -$29.2K | 0.13% | 94 |
|
|
2023
Q1 | $1.05M | Buy |
23,477
+11,169
| +91% | +$498K | 0.14% | 92 |
|
|
2022
Q4 | $563K | Buy |
12,308
+1,396
| +13% | +$63.8K | 0.08% | 139 |
|
|
2022
Q3 | $441K | Buy |
+10,912
| New | +$441K | 0.08% | 123 |
|
|
2022
Q2 | – | Sell |
-32,760
| Closed | -$627K | – | 583 |
|
|
2022
Q1 | $627K | Buy |
+32,760
| New | +$627K | 0.01% | 463 |
|