Arkadios 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 | $8.46M | Buy |
144,362
+47,093
| +48% | +$2.76M | 0.25% | 77 |
|
2025
Q1 | $5.84M | Buy |
97,269
+14,935
| +18% | +$896K | 0.22% | 103 |
|
2024
Q4 | $4.31M | Buy |
82,334
+158
| +0.2% | +$8.26K | 0.23% | 92 |
|
2024
Q3 | $4.19M | Buy |
82,176
+2,565
| +3% | +$131K | 0.24% | 97 |
|
2024
Q2 | $3.63M | Buy |
79,611
+39,622
| +99% | +$1.8M | 0.24% | 86 |
|
2024
Q1 | $1.74M | Buy |
39,989
+5,191
| +15% | +$226K | 0.14% | 162 |
|
2023
Q4 | $1.4M | Buy |
34,798
+1,393
| +4% | +$56.2K | 0.12% | 176 |
|
2023
Q3 | $1.4M | Buy |
33,405
+19,634
| +143% | +$826K | 0.13% | 167 |
|
2023
Q2 | $624K | Buy |
13,771
+2,129
| +18% | +$96.4K | 0.07% | 260 |
|
2023
Q1 | $519K | Buy |
11,642
+3,581
| +44% | +$160K | 0.06% | 292 |
|
2022
Q4 | $368K | Sell |
8,061
-828
| -9% | -$37.8K | 0.05% | 349 |
|
2022
Q3 | $359K | Sell |
8,889
-207
| -2% | -$8.36K | 0.05% | 339 |
|
2022
Q2 | $380K | Sell |
9,096
-1,121
| -11% | -$46.8K | 0.06% | 340 |
|
2022
Q1 | $534K | Sell |
10,217
-3,872
| -27% | -$202K | 0.07% | 300 |
|
2021
Q4 | $668K | Sell |
14,089
-13,300
| -49% | -$631K | 0.09% | 258 |
|
2021
Q3 | $1.25M | Buy |
27,389
+19,768
| +259% | +$899K | 0.18% | 131 |
|
2021
Q2 | $363K | Sell |
7,621
-21,476
| -74% | -$1.02M | 0.04% | 404 |
|
2021
Q1 | $1.49M | Buy |
29,097
+25,435
| +695% | +$1.3M | 0.25% | 105 |
|
2020
Q4 | $150K | Buy |
3,662
+1,880
| +105% | +$77K | 0.03% | 366 |
|
2020
Q3 | $70.5K | Sell |
1,782
-999
| -36% | -$39.5K | 0.04% | 348 |
|
2020
Q2 | $114K | Buy |
2,781
+351
| +14% | +$14.4K | 0.06% | 236 |
|
2020
Q1 | $94K | Sell |
2,430
-45
| -2% | -$1.74K | 0.06% | 241 |
|
2019
Q4 | $113K | Buy |
+2,475
| New | +$113K | 0.07% | 214 |
|