Beaird Harris 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 | $61K | Buy |
1,041
+286
| +38% | +$16.8K | ﹤0.01% | 230 |
|
|
2025
Q1 | $45.3K | Hold |
755
| – | – | ﹤0.01% | 228 |
|
|
2024
Q4 | $39.5K | Buy |
755
+525
| +228% | +$27.5K | ﹤0.01% | 249 |
|
|
2024
Q3 | $11.7K | Sell |
230
-25
| -10% | -$1.28K | ﹤0.01% | 327 |
|
|
2024
Q2 | $11.6K | Hold |
255
| – | – | ﹤0.01% | 358 |
|
|
2024
Q1 | $11.1K | Hold |
255
| – | – | ﹤0.01% | 324 |
|
|
2023
Q4 | $10.3K | Hold |
255
| – | – | ﹤0.01% | 325 |
|
|
2023
Q3 | $10.7K | Hold |
255
| – | – | ﹤0.01% | 267 |
|
|
2023
Q2 | $11.6K | Sell |
255
-100
| -28% | -$4.53K | ﹤0.01% | 258 |
|
|
2023
Q1 | $15.8K | Hold |
355
| – | – | ﹤0.01% | 240 |
|
|
2022
Q4 | $16.2K | Hold |
355
| – | – | ﹤0.01% | 282 |
|
|
2022
Q3 | $14K | Buy |
355
+200
| +129% | +$7.89K | ﹤0.01% | 254 |
|
|
2022
Q2 | $6K | Sell |
155
-200
| -56% | -$7.74K | ﹤0.01% | 292 |
|
|
2022
Q1 | $19K | Sell |
355
-194
| -35% | -$10.4K | 0.01% | 257 |
|
|
2021
Q4 | $26K | Buy |
+549
| New | +$26K | 0.01% | 300 |
|