Bordeaux Wealth 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 | $930K | Buy |
15,857
+370
| +2% | +$21.7K | 0.12% | 60 |
|
|
2025
Q1 | $930K | Sell |
15,487
-876
| -5% | -$52.6K | 0.17% | 57 |
|
|
2024
Q4 | $856K | Buy |
16,363
+1,274
| +8% | +$66.6K | 0.14% | 65 |
|
|
2024
Q3 | $770K | Buy |
15,089
+996
| +7% | +$50.8K | 0.14% | 71 |
|
|
2024
Q2 | $642K | Buy |
+14,093
| New | +$642K | 0.12% | 69 |
|