Avion Wealth’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 | $131K | Buy |
2,237
+239
| +12% | +$14K | 0.03% | 117 |
|
2025
Q1 | $104K | Hold |
1,998
| – | – | 0.03% | 131 |
|
2024
Q4 | $104K | Buy |
1,998
+41
| +2% | +$2.13K | 0.03% | 131 |
|
2024
Q3 | $99K | Sell |
1,957
-66
| -3% | -$3.34K | 0.03% | 125 |
|
2024
Q2 | $92K | Sell |
2,023
-197
| -9% | -$8.96K | 0.03% | 123 |
|
2024
Q1 | $97K | Buy |
2,220
+186
| +9% | +$8.13K | 0.03% | 121 |
|
2023
Q4 | $82K | Sell |
2,034
-10
| -0.5% | -$403 | 0.02% | 122 |
|
2023
Q3 | $85K | Buy |
2,044
+158
| +8% | +$6.57K | 0.02% | 111 |
|
2023
Q2 | $84K | Buy |
1,886
+283
| +18% | +$12.6K | 0.02% | 120 |
|
2023
Q1 | $73K | Sell |
1,603
-47
| -3% | -$2.14K | 0.02% | 118 |
|
2022
Q4 | $66K | Hold |
1,650
| – | – | 0.02% | 126 |
|
2022
Q3 | $67K | Buy |
1,650
+200
| +14% | +$8.12K | 0.02% | 126 |
|
2022
Q2 | $61K | Buy |
1,450
+1,300
| +867% | +$54.7K | 0.02% | 125 |
|
2022
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 254 |
|
2021
Q4 | $7K | Sell |
150
-200
| -57% | -$9.33K | ﹤0.01% | 271 |
|
2021
Q3 | $16K | Buy |
350
+50
| +17% | +$2.29K | ﹤0.01% | 197 |
|
2021
Q2 | $14K | Buy |
300
+200
| +200% | +$9.33K | ﹤0.01% | 200 |
|
2021
Q1 | $5K | Sell |
100
-200
| -67% | -$10K | ﹤0.01% | 263 |
|
2020
Q4 | $12K | Sell |
300
-55
| -15% | -$2.2K | ﹤0.01% | 208 |
|
2020
Q3 | $14K | Buy |
355
+300
| +545% | +$11.8K | ﹤0.01% | 163 |
|
2020
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 248 |
|
2020
Q1 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 268 |
|