Arax Advisory Partners’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 | $731K | Sell |
12,460
-8,005
| -39% | -$469K | 0.03% | 306 |
|
|
2025
Q1 | $1.23M | Buy |
20,465
+11,807
| +136% | +$709K | 0.08% | 157 |
|
|
2024
Q4 | $453K | Buy |
8,658
+2,892
| +50% | +$151K | 0.03% | 315 |
|
|
2024
Q3 | $294K | Buy |
5,766
+86
| +2% | +$4.39K | 0.03% | 281 |
|
|
2024
Q2 | $259K | Buy |
5,680
+3,673
| +183% | +$167K | 0.03% | 289 |
|
|
2024
Q1 | $87.6K | Buy |
2,007
+117
| +6% | +$5.1K | 0.01% | 407 |
|
|
2023
Q4 | $76.2K | Buy |
1,890
+8
| +0.4% | +$323 | 0.01% | 416 |
|
|
2023
Q3 | $79.1K | Sell |
1,882
-85
| -4% | -$3.57K | 0.01% | 389 |
|
|
2023
Q2 | $89.1K | Sell |
1,967
-164
| -8% | -$7.43K | 0.01% | 364 |
|
|
2023
Q1 | $95.1K | Buy |
2,131
+18
| +0.9% | +$803 | 0.01% | 355 |
|
|
2022
Q4 | $96.6K | Buy |
2,113
+225
| +12% | +$10.3K | 0.01% | 338 |
|
|
2022
Q3 | $76K | Sell |
1,888
-2,454
| -57% | -$98.8K | 0.01% | 354 |
|
|
2022
Q2 | $181K | Buy |
4,342
+39
| +0.9% | +$1.63K | 0.03% | 228 |
|
|
2022
Q1 | $225K | Buy |
4,303
+7
| +0.2% | +$366 | 0.03% | 225 |
|
|
2021
Q4 | $204K | Buy |
4,296
+189
| +5% | +$8.98K | 0.03% | 239 |
|
|
2021
Q3 | $187K | Buy |
4,107
+164
| +4% | +$7.47K | 0.03% | 242 |
|
|
2021
Q2 | $188K | Buy |
+3,943
| New | +$188K | 0.03% | 240 |
|
|
2020
Q4 | $143K | Buy |
3,483
+12
| +0.3% | +$493 | 0.02% | 243 |
|
|
2020
Q3 | $134K | Buy |
3,471
+111
| +3% | +$4.29K | 0.02% | 231 |
|
|
2020
Q2 | $132K | Buy |
3,360
+161
| +5% | +$6.33K | 0.02% | 215 |
|
|
2020
Q1 | $124K | Buy |
3,199
+506
| +19% | +$19.6K | 0.03% | 200 |
|
|
2019
Q4 | $134K | Hold |
2,693
| – | – | 0.04% | 214 |
|
|
2019
Q3 | $110K | Hold |
2,693
| – | – | 0.03% | 231 |
|
|
2019
Q2 | $128K | Buy |
+2,693
| New | +$128K | 0.04% | 197 |
|
|
2018
Q4 | $4K | Hold |
87
| – | – | ﹤0.01% | 503 |
|
|
2018
Q3 | $5K | Buy |
+87
| New | +$5K | ﹤0.01% | 528 |
|