Apexium Financial’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 | $989K | Buy |
16,875
+187
| +1% | +$11K | 0.05% | 128 |
|
|
2025
Q1 | $1M | Buy |
16,688
+5,952
| +55% | +$357K | 0.06% | 119 |
|
|
2024
Q4 | $561K | Buy |
+10,736
| New | +$561K | 0.03% | 153 |
|
|
2023
Q3 | – | Sell |
-4,755
| Closed | -$219K | – | 217 |
|
|
2023
Q2 | $219K | Sell |
4,755
-112
| -2% | -$5.16K | 0.02% | 202 |
|
|
2023
Q1 | $217K | Sell |
4,867
-99
| -2% | -$4.42K | 0.02% | 193 |
|
|
2022
Q4 | $227K | Buy |
+4,966
| New | +$227K | 0.02% | 190 |
|