Beaumont Financial 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 | $291K | Buy |
4,959
+37
| +0.8% | +$2.17K | 0.02% | 305 |
|
|
2025
Q1 | $295K | Sell |
4,922
-2,308
| -32% | -$139K | 0.02% | 292 |
|
|
2024
Q4 | $378K | Buy |
7,230
+376
| +5% | +$19.7K | 0.03% | 260 |
|
|
2024
Q3 | $350K | Buy |
+6,854
| New | +$350K | 0.03% | 253 |
|
|
2023
Q3 | – | Sell |
-4,488
| Closed | -$203K | – | 342 |
|
|
2023
Q2 | $203K | Buy |
+4,488
| New | +$203K | 0.02% | 325 |
|
|
2022
Q2 | – | Sell |
-4,037
| Closed | -$211K | – | 345 |
|
|
2022
Q1 | $211K | Sell |
4,037
-194
| -5% | -$10.1K | 0.02% | 341 |
|
|
2021
Q4 | $201K | Buy |
+4,231
| New | +$201K | 0.01% | 345 |
|
|
2021
Q3 | – | Sell |
-7,585
| Closed | -$362K | – | 378 |
|
|
2021
Q2 | $362K | Buy |
+7,585
| New | +$362K | 0.03% | 262 |
|
|
2020
Q1 | – | Sell |
-4,404
| Closed | -$220K | – | 270 |
|
|
2019
Q4 | $220K | Sell |
4,404
-1,200
| -21% | -$59.9K | 0.02% | 260 |
|
|
2019
Q3 | $229K | Buy |
5,604
+512
| +10% | +$20.9K | 0.02% | 246 |
|
|
2019
Q2 | $241K | Buy |
5,092
+584
| +13% | +$27.6K | 0.02% | 218 |
|
|
2019
Q1 | $259K | Sell |
4,508
-855
| -16% | -$49.1K | 0.03% | 199 |
|
|
2018
Q4 | $265K | Sell |
5,363
-1,015
| -16% | -$50.2K | 0.04% | 167 |
|
|
2018
Q3 | $385K | Buy |
6,378
+5
| +0.1% | +$302 | 0.04% | 168 |
|
|
2018
Q2 | $362K | Sell |
6,373
-726
| -10% | -$41.2K | 0.04% | 153 |
|
|
2018
Q1 | $442K | Buy |
7,099
+2,908
| +69% | +$181K | 0.05% | 146 |
|
|
2017
Q4 | $299K | Buy |
4,191
+4
| +0.1% | +$285 | 0.04% | 151 |
|
|
2017
Q3 | $266K | Buy |
4,187
+648
| +18% | +$41.2K | 0.03% | 160 |
|
|
2017
Q2 | $264K | Buy |
+3,539
| New | +$264K | 0.03% | 156 |
|