Arete Wealth 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 | $1.28M | Buy |
21,808
+385
| +2% | +$22.6K | 0.09% | 221 |
|
|
2025
Q1 | $1.29M | Buy |
21,423
+602
| +3% | +$36.1K | 0.1% | 213 |
|
|
2024
Q4 | $1.09M | Buy |
20,821
+1,948
| +10% | +$102K | 0.08% | 240 |
|
|
2024
Q3 | $963K | Buy |
+18,873
| New | +$963K | 0.08% | 232 |
|
|
2024
Q1 | – | Sell |
-21,071
| Closed | -$850K | – | 593 |
|
|
2023
Q4 | $850K | Buy |
+21,071
| New | +$850K | 0.06% | 284 |
|
|
2023
Q3 | – | Sell |
-26,738
| Closed | -$1.21M | – | 630 |
|
|
2023
Q2 | $1.21M | Buy |
26,738
+5,924
| +28% | +$268K | 0.11% | 180 |
|
|
2023
Q1 | $929K | Buy |
20,814
+1,312
| +7% | +$58.6K | 0.08% | 229 |
|
|
2022
Q4 | $891M | Buy |
19,502
+1,697
| +10% | +$77.6M | 0.08% | 225 |
|
|
2022
Q3 | $719K | Buy |
17,805
+4,888
| +38% | +$197K | 0.07% | 231 |
|
|
2022
Q2 | $540K | Sell |
12,917
-590
| -4% | -$24.7K | 0.05% | 232 |
|
|
2022
Q1 | $706K | Sell |
13,507
-1,000
| -7% | -$52.3K | 0.06% | 229 |
|
|
2021
Q4 | $698K | Buy |
14,507
+552
| +4% | +$26.6K | 0.06% | 232 |
|
|
2021
Q3 | $636K | Sell |
13,955
-1,091
| -7% | -$49.7K | 0.07% | 218 |
|
|
2021
Q2 | $670K | Buy |
15,046
+1,344
| +10% | +$59.8K | 0.09% | 168 |
|
|
2021
Q1 | $701K | Buy |
13,702
+467
| +4% | +$23.9K | 0.09% | 196 |
|
|
2020
Q4 | $541K | Buy |
13,235
+2,278
| +21% | +$93.1K | 0.08% | 221 |
|
|
2020
Q3 | $427K | Buy |
10,957
+814
| +8% | +$31.7K | 0.06% | 230 |
|
|
2020
Q2 | $398K | Sell |
10,143
-76
| -0.7% | -$2.98K | 0.07% | 249 |
|
|
2020
Q1 | $389K | Sell |
10,219
-950
| -9% | -$36.2K | 0.08% | 215 |
|
|
2019
Q4 | $555K | Sell |
11,169
-7,240
| -39% | -$360K | 0.1% | 222 |
|
|
2019
Q3 | $753K | Sell |
18,409
-2,710
| -13% | -$111K | 0.14% | 171 |
|
|
2019
Q2 | $1M | Buy |
21,119
+2,986
| +16% | +$141K | 0.19% | 131 |
|
|
2019
Q1 | $1.04M | Buy |
18,133
+2,370
| +15% | +$136K | 0.22% | 122 |
|
|
2018
Q4 | $779K | Buy |
15,763
+2,043
| +15% | +$101K | 0.19% | 135 |
|
|
2018
Q3 | $827K | Sell |
13,720
-93
| -0.7% | -$5.61K | 0.18% | 133 |
|
|
2018
Q2 | $784K | Buy |
13,813
+2,925
| +27% | +$166K | 0.19% | 139 |
|
|
2018
Q1 | $679K | Buy |
10,888
+6,572
| +152% | +$410K | 0.23% | 123 |
|
|
2017
Q4 | $308K | Sell |
4,316
-739
| -15% | -$52.7K | 0.1% | 231 |
|
|
2017
Q3 | $321K | Sell |
5,055
-502
| -9% | -$31.9K | 0.13% | 199 |
|
|
2017
Q2 | $414K | Buy |
5,557
+1,231
| +28% | +$91.7K | 0.19% | 151 |
|
|
2017
Q1 | $309K | Buy |
4,326
+441
| +11% | +$31.5K | 0.13% | 152 |
|
|
2016
Q4 | $263K | Buy |
+3,885
| New | +$263K | 0.12% | 146 |
|