Beacon Financial Advisory’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 | $1.34M | Buy |
22,806
+2,034
| +10% | +$119K | 0.35% | 71 |
|
|
2025
Q1 | $1.25M | Buy |
20,772
+40
| +0.2% | +$2.4K | 0.38% | 62 |
|
|
2024
Q4 | $1.08M | Sell |
20,732
-370
| -2% | -$19.3K | 0.35% | 74 |
|
|
2024
Q3 | $1.08M | Sell |
21,102
-980
| -4% | -$50K | 0.37% | 73 |
|
|
2024
Q2 | $1.01M | Buy |
22,082
+2,985
| +16% | +$136K | 0.38% | 70 |
|
|
2024
Q1 | $833K | Buy |
19,097
+3,390
| +22% | +$148K | 0.41% | 74 |
|
|
2023
Q4 | $634K | Sell |
15,707
-920
| -6% | -$37.1K | 0.31% | 98 |
|
|
2023
Q3 | $699K | Buy |
16,627
+635
| +4% | +$26.7K | 0.39% | 85 |
|
|
2023
Q2 | $724K | Sell |
15,992
-896
| -5% | -$40.6K | 0.42% | 76 |
|
|
2023
Q1 | $754K | Buy |
16,888
+1,106
| +7% | +$49.4K | 0.48% | 63 |
|
|
2022
Q4 | $721K | Buy |
15,782
+706
| +5% | +$32.3K | 0.52% | 61 |
|
|
2022
Q3 | $609K | Sell |
15,076
-2,113
| -12% | -$85.4K | 0.43% | 76 |
|
|
2022
Q2 | $718K | Sell |
17,189
-599
| -3% | -$25K | 0.41% | 78 |
|
|
2022
Q1 | $929K | Buy |
17,788
+2,204
| +14% | +$115K | 0.44% | 69 |
|
|
2021
Q4 | $739K | Buy |
15,584
+187
| +1% | +$8.87K | 0.34% | 91 |
|
|
2021
Q3 | $701K | Buy |
15,397
+498
| +3% | +$22.7K | 0.36% | 85 |
|
|
2021
Q2 | $710K | Sell |
14,899
-371
| -2% | -$17.7K | 0.38% | 87 |
|
|
2021
Q1 | $781K | Buy |
15,270
+3,094
| +25% | +$158K | 0.45% | 80 |
|
|
2020
Q4 | $499K | Buy |
12,176
+56
| +0.5% | +$2.3K | 0.32% | 98 |
|
|
2020
Q3 | $468K | Sell |
12,120
-4,800
| -28% | -$185K | 0.41% | 77 |
|
|
2020
Q2 | $664K | Sell |
16,920
-15
| -0.1% | -$589 | 0.72% | 42 |
|
|
2020
Q1 | $654K | Buy |
16,935
+6,100
| +56% | +$236K | 0.83% | 34 |
|
|
2019
Q4 | $540K | Buy |
+10,835
| New | +$540K | 0.46% | 64 |
|