Angeles Investment 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
Q1 | – | Sell |
-4,739
| Closed | -$248K | – | 135 |
|
|
2024
Q4 | $248K | Hold |
4,739
| – | – | 0.01% | 165 |
|
|
2024
Q3 | $242K | Hold |
4,739
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $216K | Sell |
4,739
-2,368
| -33% | -$108K | 0.01% | 193 |
|
|
2024
Q1 | $310K | Buy |
7,107
+941
| +15% | +$41K | 0.02% | 165 |
|
|
2023
Q4 | $249K | Buy |
6,166
+140
| +2% | +$5.65K | 0.02% | 169 |
|
|
2023
Q3 | $253K | Sell |
6,026
-147
| -2% | -$6.18K | 0.02% | 150 |
|
|
2023
Q2 | $280K | Buy |
6,173
+1,373
| +29% | +$62.2K | 0.02% | 122 |
|
|
2023
Q1 | $214K | Buy |
+4,800
| New | +$214K | 0.02% | 144 |
|
|
2022
Q1 | – | Sell |
-4,422
| Closed | -$210K | – | 179 |
|
|
2021
Q4 | $210K | Buy |
+4,422
| New | +$210K | 0.01% | 202 |
|
|
2021
Q2 | – | Sell |
-4,000
| Closed | -$205K | – | 132 |
|
|
2021
Q1 | $205K | Sell |
4,000
-2,500
| -38% | -$128K | 0.02% | 112 |
|
|
2020
Q4 | $267K | Hold |
6,500
| – | – | 0.03% | 95 |
|
|
2020
Q3 | $251K | Hold |
6,500
| – | – | 0.03% | 88 |
|
|
2020
Q2 | $255K | Sell |
6,500
-122
| -2% | -$4.79K | 0.04% | 89 |
|
|
2020
Q1 | $268K | Sell |
6,622
-416
| -6% | -$16.8K | 0.07% | 76 |
|
|
2019
Q4 | $351K | Buy |
7,038
+346
| +5% | +$17.3K | 0.07% | 61 |
|
|
2019
Q3 | $274K | Buy |
6,692
+192
| +3% | +$7.86K | 0.06% | 61 |
|
|
2019
Q2 | $308K | Hold |
6,500
| – | – | 0.08% | 51 |
|
|
2019
Q1 | $373K | Sell |
6,500
-83
| -1% | -$4.76K | 0.35% | 35 |
|
|
2018
Q4 | $325K | Buy |
+6,583
| New | +$325K | 0.28% | 27 |
|