Advisor OS’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 | $646K | Buy |
11,020
+778
| +8% | +$45.6K | 0.06% | 212 |
|
|
2025
Q1 | $615K | Sell |
10,242
-158
| -2% | -$9.48K | 0.07% | 202 |
|
|
2024
Q4 | $544K | Buy |
10,400
+264
| +3% | +$13.8K | 0.06% | 210 |
|
|
2024
Q3 | $517K | Buy |
10,136
+793
| +8% | +$40.5K | 0.05% | 249 |
|
|
2024
Q2 | $426K | Buy |
9,343
+113
| +1% | +$5.15K | 0.05% | 253 |
|
|
2024
Q1 | $403K | Buy |
9,230
+2,033
| +28% | +$88.7K | 0.05% | 266 |
|
|
2023
Q4 | $290K | Buy |
7,197
+624
| +9% | +$25.2K | 0.04% | 264 |
|
|
2023
Q3 | $276K | Buy |
6,573
+908
| +16% | +$38.2K | 0.04% | 242 |
|
|
2023
Q2 | $257K | Buy |
5,665
+1,128
| +25% | +$51.1K | 0.04% | 258 |
|
|
2023
Q1 | $202K | Sell |
4,537
-144
| -3% | -$6.43K | 0.05% | 235 |
|
|
2022
Q4 | $214K | Buy |
+4,681
| New | +$214K | 0.06% | 202 |
|
|
2022
Q2 | – | Sell |
-3,868
| Closed | -$202K | – | 207 |
|
|
2022
Q1 | $202K | Sell |
3,868
-345
| -8% | -$18K | 0.06% | 195 |
|
|
2021
Q4 | $200K | Buy |
+4,213
| New | +$200K | 0.04% | 238 |
|
|
2021
Q2 | – | Sell |
-3,938
| Closed | -$201K | – | 229 |
|
|
2021
Q1 | $201K | Buy |
+3,938
| New | +$201K | 0.05% | 194 |
|