Aspiriant LLC’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 | $207K | Buy |
+3,538
| New | +$207K | 0.01% | 301 |
|
|
2023
Q4 | – | Sell |
-4,895
| Closed | -$206K | – | 312 |
|
|
2023
Q3 | $206K | Buy |
+4,895
| New | +$206K | 0.01% | 268 |
|
|
2022
Q2 | – | Sell |
-11,877
| Closed | -$620K | – | 286 |
|
|
2022
Q1 | $620K | Buy |
+11,877
| New | +$620K | 0.03% | 156 |
|
|
2020
Q4 | – | Sell |
-9,924
| Closed | -$383K | – | 215 |
|
|
2020
Q3 | $383K | Buy |
+9,924
| New | +$383K | 0.03% | 169 |
|
|
2018
Q4 | – | Sell |
-3,390
| Closed | -$203K | – | 243 |
|
|
2018
Q3 | $203K | Buy |
+3,390
| New | +$203K | 0.02% | 228 |
|
|
2017
Q3 | – | Sell |
-6,002
| Closed | -$447K | – | 213 |
|
|
2017
Q2 | $447K | Buy |
+6,002
| New | +$447K | 0.04% | 147 |
|