Avior 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 | $630K | Buy |
10,741
+938
| +10% | +$55K | 0.02% | 378 |
|
|
2025
Q1 | $588K | Sell |
9,803
-4,569
| -32% | -$274K | 0.02% | 364 |
|
|
2024
Q4 | $752K | Sell |
14,372
-134
| -0.9% | -$7.01K | 0.03% | 347 |
|
|
2024
Q3 | $740K | Buy |
14,506
+3,754
| +35% | +$192K | 0.03% | 354 |
|
|
2024
Q2 | $490K | Sell |
10,752
-1,792
| -14% | -$81.6K | 0.02% | 437 |
|
|
2024
Q1 | $547K | Buy |
12,544
+3,023
| +32% | +$132K | 0.03% | 417 |
|
|
2023
Q4 | $384K | Sell |
9,521
-415
| -4% | -$16.7K | 0.02% | 400 |
|
|
2023
Q3 | $418K | Sell |
9,936
-172
| -2% | -$7.23K | 0.03% | 366 |
|
|
2023
Q2 | $458K | Sell |
10,108
-179
| -2% | -$8.11K | 0.03% | 364 |
|
|
2023
Q1 | $459K | Buy |
10,287
+5,700
| +124% | +$254K | 0.03% | 368 |
|
|
2022
Q4 | $210K | Buy |
4,587
+74
| +2% | +$3.38K | 0.02% | 464 |
|
|
2022
Q3 | $182K | Buy |
4,513
+93
| +2% | +$3.75K | 0.02% | 464 |
|
|
2022
Q2 | $184K | Buy |
4,420
+51
| +1% | +$2.12K | 0.02% | 429 |
|
|
2022
Q1 | $228K | Buy |
4,369
+62
| +1% | +$3.24K | 0.02% | 418 |
|
|
2021
Q4 | $204K | Buy |
4,307
+63
| +1% | +$2.98K | 0.02% | 428 |
|
|
2021
Q3 | $193K | Sell |
4,244
-126
| -3% | -$5.73K | 0.02% | 423 |
|
|
2021
Q2 | $208K | Buy |
4,370
+88
| +2% | +$4.19K | 0.02% | 398 |
|
|
2021
Q1 | $219K | Buy |
4,282
+64
| +2% | +$3.27K | 0.02% | 389 |
|
|
2020
Q4 | $172K | Buy |
4,218
+9
| +0.2% | +$367 | 0.02% | 392 |
|
|
2020
Q3 | $162K | Buy |
4,209
+2,303
| +121% | +$88.6K | 0.02% | 391 |
|
|
2020
Q2 | $74K | Buy |
1,906
+584
| +44% | +$22.7K | 0.01% | 466 |
|
|
2020
Q1 | $51K | Buy |
1,322
+3
| +0.2% | +$116 | 0.01% | 451 |
|
|
2019
Q4 | $65K | Sell |
1,319
-52
| -4% | -$2.56K | 0.01% | 455 |
|
|
2019
Q3 | $56K | Sell |
1,371
-209
| -13% | -$8.54K | 0.01% | 450 |
|
|
2019
Q2 | $75K | Sell |
1,580
-240
| -13% | -$11.4K | 0.01% | 427 |
|
|
2019
Q1 | $104K | Sell |
1,820
-24
| -1% | -$1.37K | 0.02% | 398 |
|
|
2018
Q4 | $91K | Sell |
1,844
-85
| -4% | -$4.2K | 0.02% | 440 |
|
|
2018
Q3 | $116K | Sell |
1,929
-189
| -9% | -$11.4K | 0.02% | 426 |
|
|
2018
Q2 | $120K | Buy |
2,118
+218
| +11% | +$12.4K | 0.03% | 423 |
|
|
2018
Q1 | $118K | Buy |
1,900
+30
| +2% | +$1.86K | 0.03% | 421 |
|
|
2017
Q4 | $134K | Buy |
1,870
+40
| +2% | +$2.87K | 0.03% | 412 |
|
|
2017
Q3 | $118K | Sell |
1,830
-67
| -4% | -$4.32K | 0.04% | 162 |
|
|
2017
Q2 | $141K | Buy |
1,897
+3
| +0.2% | +$223 | 0.06% | 132 |
|
|
2017
Q1 | $135K | Hold |
1,894
| – | – | 0.05% | 165 |
|
|
2016
Q4 | $128K | Sell |
1,894
-196
| -9% | -$13.2K | 0.05% | 152 |
|
|
2016
Q3 | $132K | Buy |
2,090
+4
| +0.2% | +$253 | 0.05% | 156 |
|
|
2016
Q2 | $144K | Buy |
2,086
+96
| +5% | +$6.63K | 0.06% | 138 |
|
|
2016
Q1 | $125K | Buy |
1,990
+14
| +0.7% | +$879 | 0.06% | 140 |
|
|
2015
Q4 | $115K | Buy |
1,976
+64
| +3% | +$3.73K | 0.06% | 132 |
|
|
2015
Q3 | $104K | Buy |
1,912
+3
| +0.2% | +$163 | 0.06% | 130 |
|
|
2015
Q2 | $93K | Buy |
1,909
+1
| +0.1% | +$49 | 0.07% | 103 |
|
|
2015
Q1 | $95K | Sell |
1,908
-372
| -16% | -$18.5K | 0.07% | 99 |
|
|
2014
Q4 | $112K | Buy |
2,280
+4
| +0.2% | +$196 | 0.09% | 89 |
|
|
2014
Q3 | $105K | Buy |
2,276
+3
| +0.1% | +$138 | 0.09% | 90 |
|
|
2014
Q2 | $95K | Buy |
2,273
+5
| +0.2% | +$209 | 0.08% | 94 |
|
|
2014
Q1 | $85K | Buy |
+2,268
| New | +$85K | 0.07% | 95 |
|