Annis Gardner Whiting Capital 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 | $183K | Buy |
3,068
+127
| +4% | +$7.57K | 0.06% | 219 |
|
|
2025
Q1 | $179K | Buy |
2,941
+29
| +1% | +$1.77K | 0.08% | 198 |
|
|
2024
Q4 | $155K | Buy |
2,912
+126
| +5% | +$6.72K | 0.04% | 226 |
|
|
2024
Q3 | $145K | Sell |
2,786
-18
| -0.6% | -$937 | 0.04% | 240 |
|
|
2024
Q2 | $130K | Buy |
2,804
+829
| +42% | +$38.6K | 0.04% | 261 |
|
|
2024
Q1 | $87.9K | Buy |
1,975
+1,587
| +409% | +$70.6K | 0.03% | 297 |
|
|
2023
Q4 | $16K | Sell |
388
-326
| -46% | -$13.5K | 0.01% | 430 |
|
|
2023
Q3 | $30.7K | Buy |
+714
| New | +$30.7K | 0.02% | 344 |
|