Berger Financial Group’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 | $448K | Sell |
7,634
-41
| -0.5% | -$2.4K | 0.03% | 278 |
|
|
2025
Q1 | $461K | Buy |
7,675
+21
| +0.3% | +$1.26K | 0.03% | 269 |
|
|
2024
Q4 | $400K | Buy |
7,654
+1,453
| +23% | +$76K | 0.03% | 284 |
|
|
2024
Q3 | $316K | Buy |
6,201
+119
| +2% | +$6.07K | 0.02% | 298 |
|
|
2024
Q2 | $277K | Sell |
6,082
-889
| -13% | -$40.5K | 0.02% | 299 |
|
|
2024
Q1 | $304K | Sell |
6,971
-566
| -8% | -$24.7K | 0.03% | 277 |
|
|
2023
Q4 | $304K | Buy |
7,537
+52
| +0.7% | +$2.1K | 0.03% | 227 |
|
|
2023
Q3 | $315K | Sell |
7,485
-421
| -5% | -$17.7K | 0.04% | 206 |
|
|
2023
Q2 | $358K | Buy |
7,906
+68
| +0.9% | +$3.08K | 0.04% | 197 |
|
|
2023
Q1 | $350K | Buy |
7,838
+330
| +4% | +$14.7K | 0.04% | 193 |
|
|
2022
Q4 | $343K | Sell |
7,508
-768
| -9% | -$35.1K | 0.05% | 189 |
|
|
2022
Q3 | $334K | Sell |
8,276
-244
| -3% | -$9.85K | 0.05% | 173 |
|
|
2022
Q2 | $356K | Sell |
8,520
-87
| -1% | -$3.64K | 0.05% | 164 |
|
|
2022
Q1 | $450K | Buy |
8,607
+1,015
| +13% | +$53.1K | 0.06% | 156 |
|
|
2021
Q4 | $360K | Buy |
+7,592
| New | +$360K | 0.05% | 190 |
|