Bellwether 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 | $9.32K | Sell |
159
-563
| -78% | -$33K | ﹤0.01% | 377 |
|
|
2025
Q1 | $43.3K | Hold |
722
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $37.8K | Buy |
+722
| New | +$37.8K | 0.01% | 246 |
|
|
2023
Q3 | – | Sell |
-32,485
| Closed | -$1.47M | – | 117 |
|
|
2023
Q2 | $1.47M | Buy |
32,485
+32,105
| +8,449% | +$1.45M | 0.43% | 43 |
|
|
2023
Q1 | $17K | Hold |
380
| – | – | ﹤0.01% | 252 |
|
|
2022
Q4 | $17.4K | Sell |
380
-236
| -38% | -$10.8K | 0.01% | 250 |
|
|
2022
Q3 | $24K | Buy |
616
+66
| +12% | +$2.57K | 0.01% | 206 |
|
|
2022
Q2 | $22K | Sell |
550
-16,394
| -97% | -$656K | 0.01% | 211 |
|
|
2022
Q1 | $885K | Buy |
16,944
+16,876
| +24,818% | +$881K | 0.26% | 68 |
|
|
2021
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 460 |
|
|
2021
Q3 | $3K | Sell |
68
-505
| -88% | -$22.3K | ﹤0.01% | 433 |
|
|
2021
Q2 | $27K | Buy |
573
+254
| +80% | +$12K | 0.01% | 206 |
|
|
2021
Q1 | $16K | Buy |
319
+12
| +4% | +$602 | 0.01% | 215 |
|
|
2020
Q4 | $12K | Buy |
+307
| New | +$12K | 0.01% | 224 |
|