AIFAIM
American Institute for Advanced Investment Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Hold |
5,815
| – | – | 0.24% | 101 |
|
|
2025
Q1 | $349K | Hold |
5,815
| – | – | 0.27% | 93 |
|
|
2024
Q4 | $304K | Sell |
5,815
-45
| -0.8% | -$2.35K | 0.23% | 106 |
|
|
2024
Q3 | $299K | Buy |
5,860
+200
| +4% | +$10.2K | 0.21% | 110 |
|
|
2024
Q2 | $258K | Hold |
5,660
| – | – | 0.2% | 118 |
|
|
2024
Q1 | $247K | Hold |
5,660
| – | – | 0.2% | 116 |
|
|
2023
Q4 | $228K | Hold |
5,660
| – | – | 0.2% | 110 |
|
|
2023
Q3 | $238K | Sell |
5,660
-75
| -1% | -$3.15K | 0.22% | 102 |
|
|
2023
Q2 | $260K | Hold |
5,735
| – | – | 0.23% | 103 |
|
|
2023
Q1 | $256K | Hold |
5,735
| – | – | 0.27% | 87 |
|
|
2022
Q4 | $262K | Hold |
5,735
| – | – | 0.24% | 95 |
|
|
2022
Q3 | $232K | Hold |
5,735
| – | – | 0.22% | 92 |
|
|
2022
Q2 | $240K | Hold |
5,735
| – | – | 0.21% | 97 |
|
|
2022
Q1 | $300K | Sell |
5,735
-120
| -2% | -$6.28K | 0.22% | 92 |
|
|
2021
Q4 | $277K | Hold |
5,855
| – | – | 0.19% | 102 |
|
|
2021
Q3 | $267K | Buy |
5,855
+700
| +14% | +$31.9K | 0.19% | 101 |
|
|
2021
Q2 | $246K | Hold |
5,155
| – | – | 0.17% | 108 |
|
|
2021
Q1 | $264K | Hold |
5,155
| – | – | 0.2% | 93 |
|
|
2020
Q4 | $211K | Buy |
+5,155
| New | +$211K | 0.17% | 98 |
|
|
2020
Q1 | – | Sell |
-4,155
| Closed | -$207K | – | 96 |
|
|
2019
Q4 | $207K | Buy |
+4,155
| New | +$207K | 0.2% | 92 |
|