Aprio Wealth Management’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 | $1.46M | Buy |
24,986
+2,837
| +13% | +$166K | 0.17% | 84 |
|
|
2025
Q1 | $1.33M | Buy |
22,149
+5,782
| +35% | +$347K | 0.17% | 84 |
|
|
2024
Q4 | $856K | Buy |
16,367
+3,845
| +31% | +$201K | 0.12% | 95 |
|
|
2024
Q3 | $639K | Buy |
12,522
+1,761
| +16% | +$89.9K | 0.1% | 107 |
|
|
2024
Q2 | $490K | Buy |
10,761
+4,358
| +68% | +$199K | 0.09% | 110 |
|
|
2024
Q1 | $279K | Buy |
+6,403
| New | +$279K | 0.05% | 169 |
|
|
2023
Q3 | – | Sell |
-5,428
| Closed | -$246K | – | 192 |
|
|
2023
Q2 | $246K | Buy |
+5,428
| New | +$246K | 0.07% | 132 |
|
|
2022
Q3 | – | Sell |
-5,077
| Closed | -$212K | – | 119 |
|
|
2022
Q2 | $212K | Buy |
+5,077
| New | +$212K | 0.08% | 95 |
|