BAM
Belpointe Asset Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
54,651
+1,078
| +2% | +$63.2K | 0.13% | 135 |
|
|
2025
Q1 | $3.22M | Sell |
53,573
-8,687
| -14% | -$521K | 0.17% | 118 |
|
|
2024
Q4 | $3.35M | Sell |
62,260
-6,424
| -9% | -$345K | 0.2% | 102 |
|
|
2024
Q3 | $3.51M | Buy |
68,684
+43,710
| +175% | +$2.23M | 0.21% | 91 |
|
|
2024
Q2 | $1.14M | Sell |
24,974
-2,098
| -8% | -$95.6K | 0.08% | 236 |
|
|
2024
Q1 | $1.18M | Sell |
27,072
-12,273
| -31% | -$535K | 0.09% | 226 |
|
|
2023
Q4 | $1.59M | Buy |
39,345
+13,411
| +52% | +$541K | 0.14% | 146 |
|
|
2023
Q3 | $1.09M | Buy |
25,934
+32
| +0.1% | +$1.35K | 0.11% | 180 |
|
|
2023
Q2 | $1.17M | Sell |
25,902
-51,611
| -67% | -$2.34M | 0.12% | 158 |
|
|
2023
Q1 | $3.46M | Buy |
77,513
+40,018
| +107% | +$1.79M | 0.19% | 104 |
|
|
2022
Q4 | $1.71M | Buy |
37,495
+2,850
| +8% | +$130K | 0.1% | 198 |
|
|
2022
Q3 | $1.4M | Buy |
34,645
+12,837
| +59% | +$518K | 0.09% | 229 |
|
|
2022
Q2 | $912K | Sell |
21,808
-10,681
| -33% | -$447K | 0.06% | 320 |
|
|
2022
Q1 | $1.7M | Buy |
32,489
+2,851
| +10% | +$149K | 0.1% | 210 |
|
|
2021
Q4 | $1.4M | Sell |
29,638
-2,364
| -7% | -$112K | 0.09% | 233 |
|
|
2021
Q3 | $1.46M | Sell |
32,002
-1,649
| -5% | -$75K | 0.1% | 218 |
|
|
2021
Q2 | $1.58M | Buy |
33,651
+4,264
| +15% | +$200K | 0.11% | 197 |
|
|
2021
Q1 | $1.5M | Sell |
29,387
-18,990
| -39% | -$971K | 0.13% | 174 |
|
|
2020
Q4 | $1.98M | Buy |
48,377
+1,522
| +3% | +$62.4K | 0.18% | 122 |
|
|
2020
Q3 | $1.81M | Buy |
46,855
+534
| +1% | +$20.6K | 0.2% | 109 |
|
|
2020
Q2 | $1.82M | Sell |
46,321
-732
| -2% | -$28.7K | 0.24% | 84 |
|
|
2020
Q1 | $1.82M | Buy |
47,053
+11,316
| +32% | +$438K | 0.32% | 70 |
|
|
2019
Q4 | $1.78M | Buy |
35,737
+8,954
| +33% | +$447K | 0.23% | 108 |
|
|
2019
Q3 | $1.1M | Buy |
26,783
+12,711
| +90% | +$520K | 0.18% | 132 |
|
|
2019
Q2 | $666K | Sell |
14,072
-11,190
| -44% | -$530K | 0.13% | 171 |
|
|
2019
Q1 | $1.45M | Buy |
25,262
+11,362
| +82% | +$653K | 0.28% | 58 |
|
|
2018
Q4 | $687K | Sell |
13,900
-9,135
| -40% | -$451K | 0.17% | 124 |
|
|
2018
Q3 | $1.39M | Buy |
23,035
+5,310
| +30% | +$320K | 0.22% | 84 |
|
|
2018
Q2 | $1.01M | Buy |
17,725
+10,926
| +161% | +$621K | 0.28% | 69 |
|
|
2018
Q1 | $424K | Sell |
6,799
-5,626
| -45% | -$351K | 0.12% | 191 |
|
|
2017
Q4 | $887K | Buy |
12,425
+1,046
| +9% | +$74.7K | 0.19% | 110 |
|
|
2017
Q3 | $722K | Buy |
+11,379
| New | +$722K | 0.17% | 132 |
|