Beverly Hills Private Wealth’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 | $1.82M | Sell |
31,126
-1,335
| -4% | -$78.3K | 0.34% | 80 |
|
|
2025
Q1 | $1.95M | Sell |
32,461
-427
| -1% | -$25.6K | 0.39% | 73 |
|
|
2024
Q4 | $1.72M | Sell |
32,888
-961
| -3% | -$50.3K | 0.35% | 82 |
|
|
2024
Q3 | $1.73M | Sell |
33,849
-7,019
| -17% | -$358K | 0.35% | 82 |
|
|
2024
Q2 | $1.86M | Sell |
40,868
-1,370
| -3% | -$62.4K | 0.4% | 66 |
|
|
2024
Q1 | $1.84M | Buy |
42,238
+1,252
| +3% | +$54.6K | 0.43% | 64 |
|
|
2023
Q4 | $1.65M | Sell |
40,986
-5,384
| -12% | -$217K | 0.43% | 70 |
|
|
2023
Q3 | $1.95M | Sell |
46,370
-41,832
| -47% | -$1.76M | 0.58% | 48 |
|
|
2023
Q2 | $3.88M | Buy |
88,202
+42,916
| +95% | +$1.89M | 0.64% | 47 |
|
|
2023
Q1 | $2.02M | Buy |
45,286
+819
| +2% | +$36.5K | 0.63% | 46 |
|
|
2022
Q4 | $2.03M | Buy |
+44,467
| New | +$2.03M | 0.89% | 32 |
|