Axxcess 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 | $2.09M | Sell |
35,648
-2,231
| -6% | -$131K | 0.05% | 285 |
|
|
2025
Q1 | $2.27M | Sell |
37,879
-4,266
| -10% | -$256K | 0.06% | 242 |
|
|
2024
Q4 | $2.2M | Sell |
42,145
-10,556
| -20% | -$552K | 0.05% | 253 |
|
|
2024
Q3 | $2.69M | Sell |
52,701
-10,309
| -16% | -$526K | 0.07% | 215 |
|
|
2024
Q2 | $2.87M | Buy |
63,010
+1,559
| +3% | +$71K | 0.08% | 196 |
|
|
2024
Q1 | $2.68M | Sell |
61,451
-1,818
| -3% | -$79.3K | 0.07% | 203 |
|
|
2023
Q4 | $2.55M | Buy |
63,269
+7,723
| +14% | +$312K | 0.07% | 207 |
|
|
2023
Q3 | $2.34M | Buy |
55,546
+41,432
| +294% | +$1.74M | 0.08% | 183 |
|
|
2023
Q2 | $639K | Sell |
14,114
-19,404
| -58% | -$879K | 0.05% | 295 |
|
|
2023
Q1 | $1.5M | Sell |
33,518
-62,759
| -65% | -$2.8M | 0.11% | 169 |
|
|
2022
Q4 | $4.4M | Buy |
96,277
+15,452
| +19% | +$706K | 0.36% | 60 |
|
|
2022
Q3 | $3.26M | Sell |
80,825
-36,538
| -31% | -$1.48M | 0.31% | 70 |
|
|
2022
Q2 | $4.9M | Buy |
117,363
+50,528
| +76% | +$2.11M | 0.45% | 47 |
|
|
2022
Q1 | $3.49M | Sell |
66,835
-46,186
| -41% | -$2.41M | 0.27% | 77 |
|
|
2021
Q4 | $5.36M | Buy |
+113,021
| New | +$5.36M | 0.39% | 52 |
|