Avaii 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 | $566K | Sell |
9,654
-327
| -3% | -$19.2K | 0.25% | 54 |
|
|
2025
Q1 | $599K | Buy |
9,981
+4,248
| +74% | +$255K | 0.32% | 43 |
|
|
2024
Q4 | $300K | Sell |
5,733
-627
| -10% | -$32.8K | 0.15% | 93 |
|
|
2024
Q3 | $325K | Sell |
6,360
-3,393
| -35% | -$173K | 0.16% | 89 |
|
|
2024
Q2 | $444K | Sell |
9,753
-1,479
| -13% | -$67.4K | 0.25% | 70 |
|
|
2024
Q1 | $490K | Sell |
11,232
-387
| -3% | -$16.9K | 0.29% | 64 |
|
|
2023
Q4 | $469K | Sell |
11,619
-799
| -6% | -$32.2K | 0.31% | 75 |
|
|
2023
Q3 | $522K | Buy |
12,418
+3,178
| +34% | +$134K | 0.4% | 56 |
|
|
2023
Q2 | $419K | Buy |
9,240
+1,533
| +20% | +$69.4K | 0.32% | 76 |
|
|
2023
Q1 | $344K | Buy |
7,707
+2,040
| +36% | +$91K | 0.3% | 79 |
|
|
2022
Q4 | $259K | Buy |
+5,667
| New | +$259K | 0.23% | 103 |
|
|
2022
Q2 | – | Sell |
-5,278
| Closed | -$276K | – | 111 |
|
|
2022
Q1 | $276K | Buy |
+5,278
| New | +$276K | 0.26% | 77 |
|