Bard Financial Services’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 | $7.73M | Sell |
131,902
-2,650
| -2% | -$155K | 0.92% | 31 |
|
|
2025
Q1 | $8.08M | Sell |
134,552
-5,670
| -4% | -$340K | 0.99% | 30 |
|
|
2024
Q4 | $7.33M | Sell |
140,222
-6,125
| -4% | -$320K | 0.88% | 29 |
|
|
2024
Q3 | $7.47M | Sell |
146,347
-30,145
| -17% | -$1.54M | 0.88% | 32 |
|
|
2024
Q2 | $8.04M | Buy |
176,492
+1,775
| +1% | +$80.9K | 0.83% | 33 |
|
|
2024
Q1 | $7.62M | Buy |
174,717
+11,405
| +7% | +$497K | 0.81% | 33 |
|
|
2023
Q4 | $6.59M | Buy |
163,312
+3,145
| +2% | +$127K | 0.74% | 40 |
|
|
2023
Q3 | $6.74M | Buy |
160,167
+2,960
| +2% | +$124K | 0.83% | 37 |
|
|
2023
Q2 | $7.12M | Buy |
157,207
+4,140
| +3% | +$188K | 0.54% | 54 |
|
|
2023
Q1 | $6.83M | Buy |
153,067
+4,800
| +3% | +$214K | 0.55% | 53 |
|
|
2022
Q4 | $6.78M | Buy |
148,267
+780
| +0.5% | +$35.7K | 0.58% | 49 |
|
|
2022
Q3 | $5.96M | Buy |
147,487
+11,800
| +9% | +$477K | 0.56% | 48 |
|
|
2022
Q2 | $5.67M | Buy |
135,687
+701
| +0.5% | +$29.3K | 0.52% | 51 |
|
|
2022
Q1 | $7.05M | Buy |
134,986
+3,078
| +2% | +$161K | 0.57% | 52 |
|
|
2021
Q4 | $6.25M | Buy |
131,908
+3,430
| +3% | +$163K | 0.5% | 54 |
|
|
2021
Q3 | $5.85M | Buy |
128,478
+3,532
| +3% | +$161K | 0.52% | 54 |
|
|
2021
Q2 | $5.96M | Buy |
124,946
+2,787
| +2% | +$133K | 0.53% | 53 |
|
|
2021
Q1 | $6.25M | Buy |
122,159
+13,769
| +13% | +$704K | 0.61% | 45 |
|
|
2020
Q4 | $4.44M | Buy |
+108,390
| New | +$4.44M | 0.45% | 57 |
|