Aries 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 | $209K | Sell |
3,570
-400
| -10% | -$23.5K | 0.05% | 210 |
|
|
2025
Q1 | $238K | Hold |
3,970
| – | – | 0.06% | 203 |
|
|
2024
Q4 | $208K | Hold |
3,970
| – | – | 0.06% | 213 |
|
|
2024
Q3 | $203K | Buy |
+3,970
| New | +$203K | 0.06% | 221 |
|
|
2023
Q3 | – | Sell |
-4,460
| Closed | -$202K | – | 204 |
|
|
2023
Q2 | $202K | Buy |
+4,460
| New | +$202K | 0.08% | 192 |
|
|
2021
Q2 | – | Sell |
-4,000
| Closed | -$205K | – | 186 |
|
|
2021
Q1 | $205K | Buy |
+4,000
| New | +$205K | 0.09% | 167 |
|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$224K | – | 145 |
|
|
2019
Q4 | $224K | Buy |
+4,500
| New | +$224K | 0.14% | 140 |
|
|
2019
Q3 | – | Sell |
-5,500
| Closed | -$268K | – | 164 |
|
|
2019
Q2 | $268K | Hold |
5,500
| – | – | 0.19% | 117 |
|
|
2019
Q1 | $316K | Hold |
5,500
| – | – | 0.24% | 98 |
|
|
2018
Q4 | $272K | Hold |
5,500
| – | – | 0.29% | 87 |
|
|
2018
Q3 | $332K | Hold |
5,500
| – | – | 0.3% | 85 |
|
|
2018
Q2 | $323K | Hold |
5,500
| – | – | 0.3% | 85 |
|
|
2018
Q1 | $353K | Hold |
5,500
| – | – | 0.34% | 80 |
|
|
2017
Q4 | $391K | Buy |
+5,500
| New | +$391K | 0.36% | 76 |
|