Boston Family Office’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 | $779K | Sell |
13,279
-500
| -4% | -$29.3K | 0.05% | 178 |
|
|
2025
Q1 | $827K | Buy |
13,779
+1,000
| +8% | +$60K | 0.06% | 169 |
|
|
2024
Q4 | $668K | Sell |
12,779
-587
| -4% | -$30.7K | 0.05% | 177 |
|
|
2024
Q3 | $682K | Sell |
13,366
-450
| -3% | -$23K | 0.05% | 176 |
|
|
2024
Q2 | $629K | Buy |
13,816
+600
| +5% | +$27.3K | 0.05% | 177 |
|
|
2024
Q1 | $576K | Sell |
13,216
-2,368
| -15% | -$103K | 0.04% | 180 |
|
|
2023
Q4 | $629K | Sell |
15,584
-750
| -5% | -$30.3K | 0.05% | 173 |
|
|
2023
Q3 | $687K | Hold |
16,334
| – | – | 0.06% | 166 |
|
|
2023
Q2 | $740K | Hold |
16,334
| – | – | 0.06% | 167 |
|
|
2023
Q1 | $728K | Buy |
16,334
+100
| +0.6% | +$4.46K | 0.06% | 168 |
|
|
2022
Q4 | $742K | Sell |
16,234
-1,536
| -9% | -$70.2K | 0.06% | 172 |
|
|
2022
Q3 | $718K | Sell |
17,770
-876
| -5% | -$35.4K | 0.06% | 169 |
|
|
2022
Q2 | $779K | Sell |
18,646
-500
| -3% | -$20.9K | 0.07% | 162 |
|
|
2022
Q1 | $1M | Buy |
19,146
+500
| +3% | +$26.1K | 0.07% | 155 |
|
|
2021
Q4 | $884K | Sell |
18,646
-314
| -2% | -$14.9K | 0.06% | 168 |
|
|
2021
Q3 | $863K | Sell |
18,960
-18,450
| -49% | -$840K | 0.06% | 165 |
|
|
2021
Q2 | $1.78M | Sell |
37,410
-100
| -0.3% | -$4.77K | 0.13% | 128 |
|
|
2021
Q1 | $1.92M | Hold |
37,510
| – | – | 0.14% | 119 |
|
|
2020
Q4 | $1.54M | Sell |
37,510
-8,424
| -18% | -$345K | 0.12% | 132 |
|
|
2020
Q3 | $1.78M | Sell |
45,934
-2,905
| -6% | -$112K | 0.16% | 106 |
|
|
2020
Q2 | $1.92M | Hold |
48,839
| – | – | 0.19% | 103 |
|
|
2020
Q1 | $1.89M | Sell |
48,839
-1,946
| -4% | -$75.3K | 0.22% | 96 |
|
|
2019
Q4 | $2.54M | Sell |
50,785
-8,741
| -15% | -$436K | 0.24% | 96 |
|
|
2019
Q3 | $2.44M | Buy |
59,526
+33
| +0.1% | +$1.35K | 0.25% | 96 |
|
|
2019
Q2 | $2.82M | Sell |
59,493
-300
| -0.5% | -$14.2K | 0.29% | 85 |
|
|
2019
Q1 | $3.43M | Sell |
59,793
-3,150
| -5% | -$181K | 0.37% | 76 |
|
|
2018
Q4 | $3.11M | Sell |
62,943
-923
| -1% | -$45.6K | 0.39% | 75 |
|
|
2018
Q3 | $3.85M | Sell |
63,866
-268
| -0.4% | -$16.2K | 0.41% | 75 |
|
|
2018
Q2 | $3.64M | Hold |
64,134
| – | – | 0.41% | 76 |
|
|
2018
Q1 | $4M | Buy |
64,134
+200
| +0.3% | +$12.5K | 0.46% | 73 |
|
|
2017
Q4 | $4.57M | Sell |
63,934
-320
| -0.5% | -$22.9K | 0.5% | 69 |
|
|
2017
Q3 | $4.08M | Sell |
64,254
-2,427
| -4% | -$154K | 0.46% | 71 |
|
|
2017
Q2 | $4.97M | Buy |
66,681
+120
| +0.2% | +$8.94K | 0.59% | 59 |
|
|
2017
Q1 | $4.75M | Hold |
66,561
| – | – | 0.58% | 59 |
|
|
2016
Q4 | $4.5M | Sell |
66,561
-635
| -0.9% | -$42.9K | 0.58% | 55 |
|
|
2016
Q3 | $4.25M | Sell |
67,196
-1,100
| -2% | -$69.6K | 0.55% | 60 |
|
|
2016
Q2 | $4.71M | Hold |
68,296
| – | – | 0.61% | 53 |
|
|
2016
Q1 | $4.28M | Buy |
68,296
+670
| +1% | +$42K | 0.56% | 59 |
|
|
2015
Q4 | $3.94M | Sell |
67,626
-265
| -0.4% | -$15.4K | 0.54% | 63 |
|
|
2015
Q3 | $3.69M | Sell |
67,891
-1,275
| -2% | -$69.4K | 0.51% | 66 |
|
|
2015
Q2 | $3.38M | Sell |
69,166
-4,405
| -6% | -$215K | 0.43% | 77 |
|
|
2015
Q1 | $3.68M | Sell |
73,571
-500
| -0.7% | -$25K | 0.46% | 76 |
|
|
2014
Q4 | $3.65M | Hold |
74,071
| – | – | 0.45% | 74 |
|
|
2014
Q3 | $3.4M | Hold |
74,071
| – | – | 0.44% | 73 |
|
|
2014
Q2 | $3.11M | Sell |
74,071
-150
| -0.2% | -$6.29K | 0.39% | 76 |
|
|
2014
Q1 | $2.78M | Sell |
74,221
-4,000
| -5% | -$150K | 0.37% | 81 |
|
|
2013
Q4 | $3M | Hold |
78,221
| – | – | 0.4% | 82 |
|
|
2013
Q3 | $2.69M | Sell |
78,221
-1,000
| -1% | -$34.4K | 0.38% | 83 |
|
|
2013
Q2 | $2.77M | Buy |
+79,221
| New | +$2.77M | 0.42% | 78 |
|