Bogart Wealth LLC’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 | $1.94M | Sell |
33,040
-144
| -0.4% | -$8.44K | 0.08% | 113 |
|
|
2025
Q1 | $1.99M | Buy |
33,184
+574
| +2% | +$34.5K | 0.09% | 110 |
|
|
2024
Q4 | $1.71M | Buy |
32,610
+119
| +0.4% | +$6.22K | 0.08% | 115 |
|
|
2024
Q3 | $1.66M | Sell |
32,491
-14,696
| -31% | -$750K | 0.08% | 114 |
|
|
2024
Q2 | $2.15M | Sell |
47,187
-5,208
| -10% | -$237K | 0.11% | 108 |
|
|
2024
Q1 | $2.29M | Sell |
52,395
-3,532
| -6% | -$154K | 0.12% | 102 |
|
|
2023
Q4 | $2.26M | Buy |
55,927
+25
| +0% | +$1.01K | 0.13% | 104 |
|
|
2023
Q3 | $2.35M | Buy |
55,902
+370
| +0.7% | +$15.6K | 0.15% | 102 |
|
|
2023
Q2 | $2.52M | Buy |
55,532
+52,808
| +1,939% | +$2.39M | 0.16% | 101 |
|
|
2023
Q1 | $122K | Buy |
2,724
+154
| +6% | +$6.87K | 0.01% | 213 |
|
|
2022
Q4 | $117K | Hold |
2,570
| – | – | 0.01% | 214 |
|
|
2022
Q3 | $104K | Sell |
2,570
-1,120
| -30% | -$45.3K | 0.01% | 213 |
|
|
2022
Q2 | $154K | Buy |
3,690
+492
| +15% | +$20.5K | 0.01% | 176 |
|
|
2022
Q1 | $167K | Sell |
3,198
-381
| -11% | -$19.9K | 0.01% | 170 |
|
|
2021
Q4 | $170K | Sell |
3,579
-104,794
| -97% | -$4.98M | 0.02% | 163 |
|
|
2021
Q3 | $4.93M | Buy |
108,373
+9,038
| +9% | +$411K | 0.5% | 43 |
|
|
2021
Q2 | $4.74M | Buy |
99,335
+15,552
| +19% | +$741K | 0.52% | 41 |
|
|
2021
Q1 | $4.29M | Buy |
83,783
+26,095
| +45% | +$1.33M | 0.6% | 34 |
|
|
2020
Q4 | $2.37M | Buy |
57,688
+6,438
| +13% | +$264K | 0.44% | 42 |
|
|
2020
Q3 | $1.98M | Sell |
51,250
-276
| -0.5% | -$10.7K | 0.44% | 38 |
|
|
2020
Q2 | $2.02M | Buy |
51,526
+1,349
| +3% | +$52.9K | 0.48% | 37 |
|
|
2020
Q1 | $1.94M | Buy |
50,177
+679
| +1% | +$26.3K | 0.53% | 34 |
|
|
2019
Q4 | $2.47M | Buy |
49,498
+1,872
| +4% | +$93.4K | 0.79% | 32 |
|
|
2019
Q3 | $1.95M | Sell |
47,626
-335
| -0.7% | -$13.7K | 0.96% | 27 |
|
|
2019
Q2 | $2.27M | Buy |
47,961
+11,338
| +31% | +$537K | 1.37% | 24 |
|
|
2019
Q1 | $2.1M | Buy |
36,623
+3,815
| +12% | +$219K | 1.01% | 27 |
|
|
2018
Q4 | $1.62M | Buy |
32,808
+742
| +2% | +$36.6K | 0.81% | 28 |
|
|
2018
Q3 | $1.93M | Buy |
32,066
+2,691
| +9% | +$162K | 1.12% | 24 |
|
|
2018
Q2 | $1.67M | Buy |
29,375
+1,575
| +6% | +$89.4K | 1.01% | 26 |
|
|
2018
Q1 | $1.79M | Buy |
27,800
+2,316
| +9% | +$149K | 1.04% | 17 |
|
|
2017
Q4 | $1.82M | Buy |
25,484
+3,228
| +15% | +$231K | 1.17% | 16 |
|
|
2017
Q3 | $1.42M | Sell |
22,256
-17
| -0.1% | -$1.08K | 1.05% | 27 |
|
|
2017
Q2 | $1.66M | Buy |
22,273
+4,159
| +23% | +$310K | 1.06% | 18 |
|
|
2017
Q1 | $1.29M | Buy |
18,114
+904
| +5% | +$64.6K | 0.86% | 15 |
|
|
2016
Q4 | $1.16M | Buy |
+17,210
| New | +$1.16M | 0.79% | 19 |
|