Barry Investment Advisors’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 | $306K | Buy |
5,136
+42
| +0.8% | +$2.51K | 0.08% | 80 |
|
|
2025
Q1 | $306K | Buy |
5,094
+48
| +1% | +$2.88K | 0.08% | 85 |
|
|
2024
Q4 | $264K | Buy |
5,046
+48
| +1% | +$2.51K | 0.08% | 90 |
|
|
2024
Q3 | $255K | Buy |
4,998
+48
| +1% | +$2.45K | 0.08% | 95 |
|
|
2024
Q2 | $230K | Buy |
4,950
+51
| +1% | +$2.37K | 0.08% | 103 |
|
|
2024
Q1 | $214K | Buy |
4,899
+51
| +1% | +$2.23K | 0.07% | 107 |
|
|
2023
Q4 | $200K | Buy |
4,848
+50
| +1% | +$2.07K | 0.07% | 104 |
|
|
2023
Q3 | $206K | Buy |
4,798
+43
| +0.9% | +$1.85K | 0.07% | 106 |
|
|
2023
Q2 | $220K | Buy |
4,755
+41
| +0.9% | +$1.9K | 0.07% | 111 |
|
|
2023
Q1 | $210K | Buy |
4,714
+40
| +0.9% | +$1.79K | 0.07% | 107 |
|
|
2022
Q4 | $214K | Sell |
4,674
-1,277
| -21% | -$58.4K | 0.07% | 105 |
|
|
2022
Q3 | $246K | Buy |
5,951
+42
| +0.7% | +$1.74K | 0.08% | 99 |
|
|
2022
Q2 | $252K | Buy |
5,909
+30
| +0.5% | +$1.28K | 0.08% | 109 |
|
|
2022
Q1 | $307K | Buy |
5,879
+35
| +0.6% | +$1.83K | 0.08% | 105 |
|
|
2021
Q4 | $282K | Buy |
5,844
+31
| +0.5% | +$1.5K | 0.07% | 104 |
|
|
2021
Q3 | $270K | Buy |
+5,813
| New | +$270K | 0.07% | 97 |
|