Bell 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 | $97.5K | Buy |
1,663
+139
| +9% | +$8.15K | 0.02% | 163 |
|
|
2025
Q1 | $91.5K | Buy |
1,524
+29
| +2% | +$1.74K | 0.02% | 151 |
|
|
2024
Q4 | $78.2K | Buy |
1,495
+63
| +4% | +$3.29K | 0.01% | 167 |
|
|
2024
Q3 | $73.1K | Hold |
1,432
| – | – | 0.01% | 173 |
|
|
2024
Q2 | $65.2K | Buy |
1,432
+71
| +5% | +$3.23K | 0.01% | 183 |
|
|
2024
Q1 | $59.4K | Buy |
1,361
+40
| +3% | +$1.75K | 0.01% | 186 |
|
|
2023
Q4 | $53.3K | Sell |
1,321
-123
| -9% | -$4.96K | 0.01% | 185 |
|
|
2023
Q3 | $60.7K | Buy |
1,444
+894
| +163% | +$37.6K | 0.01% | 165 |
|
|
2023
Q2 | $24.9K | Sell |
550
-1,224
| -69% | -$55.4K | 0.01% | 266 |
|
|
2023
Q1 | $79.2K | Buy |
1,774
+219
| +14% | +$9.77K | 0.02% | 118 |
|
|
2022
Q4 | $71.1K | Sell |
1,555
-17
| -1% | -$777 | 0.02% | 128 |
|
|
2022
Q3 | $63K | Buy |
1,572
+1,266
| +414% | +$50.7K | 0.02% | 113 |
|
|
2022
Q2 | $13K | Buy |
+306
| New | +$13K | ﹤0.01% | 363 |
|
|
2021
Q4 | $8K | Sell |
166
-177
| -52% | -$8.53K | ﹤0.01% | 563 |
|
|
2021
Q3 | $16K | Buy |
+343
| New | +$16K | ﹤0.01% | 333 |
|