Benchmark Financial Wealth 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 | $907K | Buy |
15,473
+623
| +4% | +$36.5K | 0.3% | 48 |
|
2025
Q1 | $891K | Buy |
14,850
+1,176
| +9% | +$70.6K | 0.34% | 42 |
|
2024
Q4 | $715K | Buy |
13,674
+910
| +7% | +$47.6K | 0.23% | 49 |
|
2024
Q3 | $651K | Buy |
12,764
+1,239
| +11% | +$63.2K | 0.22% | 51 |
|
2024
Q2 | $525K | Buy |
11,525
+1,737
| +18% | +$79.1K | 0.19% | 50 |
|
2024
Q1 | $427K | Buy |
9,788
+1,794
| +22% | +$78.3K | 0.16% | 54 |
|
2023
Q4 | $322K | Buy |
7,994
+1,027
| +15% | +$41.4K | 0.14% | 61 |
|
2023
Q3 | $293K | Buy |
6,967
+686
| +11% | +$28.8K | 0.14% | 52 |
|
2023
Q2 | $285K | Buy |
6,281
+48
| +0.8% | +$2.17K | 0.13% | 57 |
|
2023
Q1 | $278K | Buy |
6,233
+66
| +1% | +$2.95K | 0.14% | 54 |
|
2022
Q4 | $282K | Buy |
+6,167
| New | +$282K | 0.15% | 56 |
|