Balboa Wealth 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
Q2 | $263K | Buy |
4,488
+229
| +5% | +$13.4K | 0.05% | 276 |
|
|
2025
Q1 | $256K | Sell |
4,259
-324
| -7% | -$19.4K | 0.06% | 221 |
|
|
2024
Q4 | $240K | Sell |
4,583
-78
| -2% | -$4.08K | 0.05% | 245 |
|
|
2024
Q3 | $238K | Buy |
+4,661
| New | +$238K | 0.06% | 234 |
|
|
2023
Q4 | – | Sell |
-4,921
| Closed | -$207K | – | 306 |
|
|
2023
Q3 | $207K | Sell |
4,921
-140
| -3% | -$5.89K | 0.08% | 205 |
|
|
2023
Q2 | $229K | Sell |
5,061
-1,258
| -20% | -$57K | 0.08% | 208 |
|
|
2023
Q1 | $282K | Buy |
6,319
+72
| +1% | +$3.21K | 0.11% | 168 |
|
|
2022
Q4 | $286K | Buy |
6,247
+363
| +6% | +$16.6K | 0.13% | 163 |
|
|
2022
Q3 | $238K | Buy |
+5,884
| New | +$238K | 0.1% | 174 |
|