Addison 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 | $141K | Buy |
2,406
+229
| +11% | +$13.4K | 0.04% | 261 |
|
|
2025
Q1 | $131K | Sell |
2,177
-178
| -8% | -$10.7K | 0.04% | 261 |
|
|
2024
Q4 | $123K | Sell |
2,355
-31
| -1% | -$1.62K | 0.03% | 266 |
|
|
2024
Q3 | $122K | Buy |
2,386
+182
| +8% | +$9.29K | 0.03% | 278 |
|
|
2024
Q2 | $100K | Buy |
2,204
+316
| +17% | +$14.4K | 0.03% | 291 |
|
|
2024
Q1 | $82.4K | Sell |
1,888
-563
| -23% | -$24.6K | 0.03% | 308 |
|
|
2023
Q4 | $98.9K | Sell |
2,451
-60
| -2% | -$2.42K | 0.04% | 273 |
|
|
2023
Q3 | $106K | Sell |
2,511
-50
| -2% | -$2.1K | 0.05% | 246 |
|
|
2023
Q2 | $116K | Hold |
2,561
| – | – | 0.06% | 221 |
|
|
2023
Q1 | $114K | Buy |
2,561
+74
| +3% | +$3.3K | 0.06% | 205 |
|
|
2022
Q4 | $114K | Sell |
2,487
-890
| -26% | -$40.7K | 0.07% | 195 |
|
|
2022
Q3 | $136K | Sell |
3,377
-125
| -4% | -$5.03K | 0.08% | 159 |
|
|
2022
Q2 | $146K | Buy |
3,502
+1
| +0% | +$42 | 0.09% | 151 |
|
|
2022
Q1 | $183K | Sell |
3,501
-458
| -12% | -$23.9K | 0.1% | 147 |
|
|
2021
Q4 | $188K | Buy |
3,959
+3,156
| +393% | +$150K | 0.12% | 123 |
|
|
2021
Q3 | $37K | Hold |
803
| – | – | 0.03% | 207 |
|
|
2021
Q2 | $38K | Buy |
+803
| New | +$38K | 0.03% | 208 |
|
|
2020
Q4 | $33K | Buy |
+803
| New | +$33K | 0.03% | 210 |
|