Birch Hill Investment 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 | $317K | Hold |
5,400
| – | – | 0.01% | 163 |
|
|
2025
Q1 | $324K | Sell |
5,400
-8
| -0.1% | -$480 | 0.02% | 160 |
|
|
2024
Q4 | $283K | Buy |
5,408
+8
| +0.1% | +$418 | 0.01% | 168 |
|
|
2024
Q3 | $276K | Hold |
5,400
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $246K | Hold |
5,400
| – | – | 0.01% | 161 |
|
|
2024
Q1 | $236K | Hold |
5,400
| – | – | 0.01% | 158 |
|
|
2023
Q4 | $218K | Hold |
5,400
| – | – | 0.01% | 156 |
|
|
2023
Q3 | $227K | Hold |
5,400
| – | – | 0.01% | 149 |
|
|
2023
Q2 | $245K | Hold |
5,400
| – | – | 0.01% | 144 |
|
|
2023
Q1 | $241K | Hold |
5,400
| – | – | 0.02% | 141 |
|
|
2022
Q4 | $247K | Hold |
5,400
| – | – | 0.02% | 140 |
|
|
2022
Q3 | $218K | Hold |
5,400
| – | – | 0.01% | 140 |
|
|
2022
Q2 | $226K | Sell |
5,400
-5
| -0.1% | -$209 | 0.01% | 141 |
|
|
2022
Q1 | $282K | Buy |
5,405
+600
| +12% | +$31.3K | 0.02% | 140 |
|
|
2021
Q4 | $228K | Hold |
4,805
| – | – | 0.01% | 164 |
|
|
2021
Q3 | $219K | Buy |
4,805
+5
| +0.1% | +$228 | 0.01% | 159 |
|
|
2021
Q2 | $229K | Hold |
4,800
| – | – | 0.01% | 152 |
|
|
2021
Q1 | $246K | Buy |
+4,800
| New | +$246K | 0.01% | 140 |
|
|
2020
Q1 | – | Sell |
-4,800
| Closed | -$240K | – | 143 |
|
|
2019
Q4 | $240K | Buy |
+4,800
| New | +$240K | 0.02% | 136 |
|