Benjamin Edwards Inc’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 | $2.9M | Buy |
49,512
+2,021
| +4% | +$118K | 0.04% | 379 |
|
|
2025
Q1 | $2.85M | Sell |
47,491
-909
| -2% | -$54.6K | 0.04% | 347 |
|
|
2024
Q4 | $2.53M | Sell |
48,400
-2,366
| -5% | -$124K | 0.04% | 388 |
|
|
2024
Q3 | $2.59M | Buy |
50,766
+48,462
| +2,103% | +$2.47M | 0.04% | 386 |
|
|
2024
Q2 | $105K | Buy |
2,304
+2
| +0.1% | +$91 | 0.02% | 418 |
|
|
2024
Q1 | $100K | Sell |
2,302
-2,669
| -54% | -$116K | 0.02% | 415 |
|
|
2023
Q4 | $201K | Sell |
4,971
-162
| -3% | -$6.55K | 0.04% | 319 |
|
|
2023
Q3 | $216K | Sell |
5,133
-223
| -4% | -$9.38K | 0.05% | 267 |
|
|
2023
Q2 | $243K | Sell |
5,356
-562
| -9% | -$25.5K | 0.06% | 252 |
|
|
2023
Q1 | $264K | Buy |
5,918
+845
| +17% | +$37.7K | 0.06% | 236 |
|
|
2022
Q4 | $232K | Buy |
5,073
+277
| +6% | +$12.7K | 0.06% | 243 |
|
|
2022
Q3 | $194K | Buy |
4,796
+268
| +6% | +$10.8K | 0.06% | 258 |
|
|
2022
Q2 | $189K | Buy |
4,528
+505
| +13% | +$21.1K | 0.06% | 264 |
|
|
2022
Q1 | $210K | Buy |
4,023
+866
| +27% | +$45.2K | 0.06% | 272 |
|
|
2021
Q4 | $150K | Buy |
3,157
+1,432
| +83% | +$68K | 0.05% | 294 |
|
|
2021
Q3 | $79K | Buy |
1,725
+329
| +24% | +$15.1K | 0.05% | 253 |
|
|
2021
Q2 | $67K | Hold |
1,396
| – | – | 0.05% | 247 |
|
|
2021
Q1 | $71K | Hold |
1,396
| – | – | 0.05% | 235 |
|
|
2020
Q4 | $57K | Hold |
1,396
| – | – | 0.04% | 244 |
|
|
2020
Q3 | $54K | Hold |
1,396
| – | – | 0.04% | 214 |
|
|
2020
Q2 | $55K | Hold |
1,396
| – | – | 0.05% | 193 |
|
|
2020
Q1 | $54K | Hold |
1,396
| – | – | 0.06% | 170 |
|
|
2019
Q4 | $70K | Hold |
1,396
| – | – | 0.14% | 113 |
|
|
2019
Q3 | $57K | Hold |
1,396
| – | – | 0.12% | 126 |
|
|
2019
Q2 | $66K | Sell |
1,396
-500
| -26% | -$23.6K | 0.16% | 113 |
|
|
2019
Q1 | $109K | Buy |
+1,896
| New | +$109K | 0.52% | 50 |
|