Atlas Capital 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 | $929K | Sell |
15,847
-5,296
| -25% | -$311K | 0.11% | 159 |
|
|
2025
Q1 | $1.27M | Sell |
21,143
-882
| -4% | -$52.9K | 0.16% | 114 |
|
|
2024
Q4 | $1.15M | Sell |
22,025
-2,532
| -10% | -$132K | 0.15% | 120 |
|
|
2024
Q3 | $1.25M | Buy |
24,557
+1,207
| +5% | +$61.6K | 0.19% | 104 |
|
|
2024
Q2 | $1.06M | Buy |
23,350
+22,930
| +5,460% | +$1.04M | 0.14% | 117 |
|
|
2024
Q1 | $18.3K | Sell |
420
-2,228
| -84% | -$97.2K | ﹤0.01% | 674 |
|
|
2023
Q4 | $107K | Sell |
2,648
-2,165
| -45% | -$87.3K | 0.02% | 491 |
|
|
2023
Q3 | $202K | Sell |
4,813
-850
| -15% | -$35.7K | 0.03% | 351 |
|
|
2023
Q2 | $257K | Buy |
5,663
+5,322
| +1,561% | +$241K | 0.04% | 316 |
|
|
2023
Q1 | $15.2K | Buy |
341
+97
| +40% | +$4.33K | ﹤0.01% | 710 |
|
|
2022
Q4 | $11.2K | Hold |
244
| – | – | ﹤0.01% | 719 |
|
|
2022
Q3 | $9.85K | Sell |
244
-946
| -79% | -$38.2K | ﹤0.01% | 720 |
|
|
2022
Q2 | $49.7K | Buy |
1,190
+793
| +200% | +$33.1K | 0.01% | 559 |
|
|
2022
Q1 | $20.7K | Buy |
397
+201
| +103% | +$10.5K | ﹤0.01% | 635 |
|
|
2021
Q4 | $9.29K | Hold |
196
| – | – | ﹤0.01% | 724 |
|
|
2021
Q3 | $8.92K | Hold |
196
| – | – | ﹤0.01% | 740 |
|
|
2021
Q2 | $9.35K | Buy |
196
+96
| +96% | +$4.58K | ﹤0.01% | 751 |
|
|
2021
Q1 | $5.12K | Buy |
+100
| New | +$5.12K | ﹤0.01% | 751 |
|
|
2020
Q2 | – | Sell |
-166
| Closed | -$6.42K | – | 715 |
|
|
2020
Q1 | $6.42K | Sell |
166
-837
| -83% | -$32.4K | ﹤0.01% | 603 |
|
|
2019
Q4 | $50.1K | Sell |
1,003
-3,960
| -80% | -$198K | 0.01% | 469 |
|
|
2019
Q3 | $203K | Sell |
4,963
-10,032
| -67% | -$410K | 0.06% | 312 |
|
|
2019
Q2 | $710K | Buy |
14,995
+10,995
| +275% | +$521K | 0.23% | 119 |
|
|
2019
Q1 | $230K | Buy |
4,000
+865
| +28% | +$49.7K | 0.08% | 244 |
|
|
2018
Q4 | $155K | Buy |
3,135
+1,520
| +94% | +$75.1K | 0.06% | 287 |
|
|
2018
Q3 | $98.3K | Hold |
1,615
| – | – | 0.03% | 361 |
|
|
2018
Q2 | $92.6K | Buy |
1,615
+37
| +2% | +$2.12K | 0.03% | 347 |
|
|
2018
Q1 | $98.4K | Buy |
+1,578
| New | +$98.4K | 0.03% | 348 |
|