Acorn 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 | $578K | Buy |
9,866
+103
| +1% | +$6.04K | 0.22% | 101 |
|
|
2025
Q1 | $586K | Buy |
9,763
+92
| +1% | +$5.52K | 0.24% | 90 |
|
|
2024
Q4 | $506K | Buy |
9,671
+134
| +1% | +$7.01K | 0.21% | 101 |
|
|
2024
Q3 | $487K | Buy |
9,537
+116
| +1% | +$5.92K | 0.21% | 97 |
|
|
2024
Q2 | $429K | Buy |
9,421
+115
| +1% | +$5.24K | 0.21% | 100 |
|
|
2024
Q1 | $406K | Buy |
9,306
+867
| +10% | +$37.8K | 0.21% | 101 |
|
|
2023
Q4 | $340K | Buy |
8,439
+100
| +1% | +$4.03K | 0.2% | 109 |
|
|
2023
Q3 | $351K | Buy |
8,339
+57
| +0.7% | +$2.4K | 0.23% | 100 |
|
|
2023
Q2 | $375K | Buy |
8,282
+84
| +1% | +$3.81K | 0.26% | 97 |
|
|
2023
Q1 | $366K | Buy |
8,198
+70
| +0.9% | +$3.12K | 0.27% | 92 |
|
|
2022
Q4 | $372K | Buy |
8,128
+141
| +2% | +$6.45K | 0.29% | 84 |
|
|
2022
Q3 | $323K | Buy |
7,987
+18
| +0.2% | +$728 | 0.26% | 94 |
|
|
2022
Q2 | $333K | Buy |
7,969
+386
| +5% | +$16.1K | 0.26% | 103 |
|
|
2022
Q1 | $396K | Buy |
7,583
+86
| +1% | +$4.49K | 0.27% | 95 |
|
|
2021
Q4 | $355K | Buy |
7,497
+776
| +12% | +$36.7K | 0.23% | 109 |
|
|
2021
Q3 | $306K | Buy |
6,721
+45
| +0.7% | +$2.05K | 0.21% | 115 |
|
|
2021
Q2 | $318K | Sell |
6,676
-337
| -5% | -$16.1K | 0.22% | 112 |
|
|
2021
Q1 | $359K | Buy |
7,013
+70
| +1% | +$3.58K | 0.26% | 96 |
|
|
2020
Q4 | $285K | Sell |
6,943
-31
| -0.4% | -$1.27K | 0.22% | 108 |
|
|
2020
Q3 | $269K | Buy |
6,974
+60
| +0.9% | +$2.31K | 0.24% | 96 |
|
|
2020
Q2 | $271K | Buy |
6,914
+236
| +4% | +$9.25K | 0.25% | 88 |
|
|
2020
Q1 | $254K | Buy |
6,678
+1,042
| +18% | +$39.6K | 0.28% | 75 |
|
|
2019
Q4 | $280K | Hold |
5,636
| – | – | 0.24% | 92 |
|
|
2019
Q3 | $264K | Sell |
5,636
-562
| -9% | -$26.3K | 0.23% | 96 |
|
|
2019
Q2 | $289K | Buy |
6,198
+800
| +15% | +$37.3K | 0.26% | 79 |
|
|
2019
Q1 | $306K | Buy |
5,398
+362
| +7% | +$20.5K | 0.28% | 75 |
|
|
2018
Q4 | $251K | Buy |
5,036
+500
| +11% | +$24.9K | 0.26% | 89 |
|
|
2018
Q3 | $287K | Sell |
4,536
-699
| -13% | -$44.2K | 0.28% | 84 |
|
|
2018
Q2 | $292K | Buy |
5,235
+200
| +4% | +$11.2K | 0.25% | 80 |
|
|
2018
Q1 | $285K | Buy |
5,035
+389
| +8% | +$22K | 0.25% | 80 |
|
|
2017
Q4 | $327K | Buy |
+4,646
| New | +$327K | 0.3% | 62 |
|