Aveo Capital Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,468
| Closed | -$443K | – | 280 |
|
|
2024
Q4 | $443K | Sell |
8,468
-1,959
| -19% | -$102K | 0.05% | 227 |
|
|
2024
Q3 | $532K | Sell |
10,427
-377
| -3% | -$19.2K | 0.06% | 191 |
|
|
2024
Q2 | $492K | Sell |
10,804
-1,739
| -14% | -$79.2K | 0.06% | 193 |
|
|
2024
Q1 | $547K | Buy |
12,543
+1,698
| +16% | +$74K | 0.06% | 204 |
|
|
2023
Q4 | $437K | Buy |
10,845
+333
| +3% | +$13.4K | 0.05% | 221 |
|
|
2023
Q3 | $442K | Buy |
10,512
+539
| +5% | +$22.7K | 0.06% | 212 |
|
|
2023
Q2 | $452K | Buy |
9,973
+625
| +7% | +$28.3K | 0.06% | 216 |
|
|
2023
Q1 | $417K | Buy |
9,348
+211
| +2% | +$9.42K | 0.06% | 216 |
|
|
2022
Q4 | $418K | Buy |
9,137
+300
| +3% | +$13.7K | 0.06% | 214 |
|
|
2022
Q3 | $357K | Buy |
8,837
+849
| +11% | +$34.3K | 0.06% | 193 |
|
|
2022
Q2 | $334K | Buy |
7,988
+754
| +10% | +$31.5K | 0.05% | 213 |
|
|
2022
Q1 | $378K | Sell |
7,234
-592
| -8% | -$30.9K | 0.07% | 205 |
|
|
2021
Q4 | $371K | Buy |
7,826
+529
| +7% | +$25.1K | 0.07% | 203 |
|
|
2021
Q3 | $332K | Buy |
7,297
+1,087
| +18% | +$49.5K | 0.07% | 199 |
|
|
2021
Q2 | $296K | Sell |
6,210
-26
| -0.4% | -$1.24K | 0.07% | 216 |
|
|
2021
Q1 | $319K | Buy |
+6,236
| New | +$319K | 0.08% | 183 |
|
|
2020
Q1 | – | Sell |
-4,623
| Closed | -$231K | – | 180 |
|
|
2019
Q4 | $231K | Sell |
4,623
-31
| -0.7% | -$1.55K | 0.09% | 168 |
|
|
2019
Q3 | $212K | Buy |
4,654
+148
| +3% | +$6.74K | 0.09% | 169 |
|
|
2019
Q2 | $224K | Sell |
4,506
-105
| -2% | -$5.22K | 0.1% | 165 |
|
|
2019
Q1 | $265K | Sell |
4,611
-312
| -6% | -$17.9K | 0.12% | 131 |
|
|
2018
Q4 | $243K | Buy |
4,923
+18
| +0.4% | +$888 | 0.12% | 111 |
|
|
2018
Q3 | $301K | Sell |
4,905
-966
| -16% | -$59.3K | 0.13% | 95 |
|
|
2018
Q2 | $333K | Sell |
5,871
-386
| -6% | -$21.9K | 0.15% | 99 |
|
|
2018
Q1 | $390K | Buy |
6,257
+486
| +8% | +$30.3K | 0.16% | 85 |
|
|
2017
Q4 | $412K | Sell |
5,771
-1,916
| -25% | -$137K | 0.14% | 82 |
|
|
2017
Q3 | $488K | Buy |
7,687
+364
| +5% | +$23.1K | 0.17% | 65 |
|
|
2017
Q2 | $545K | Buy |
7,323
+239
| +3% | +$17.8K | 0.19% | 60 |
|
|
2017
Q1 | $506K | Sell |
7,084
-6,476
| -48% | -$463K | 0.19% | 58 |
|
|
2016
Q4 | $917K | Buy |
+13,560
| New | +$917K | 0.26% | 69 |
|