Braun-Bostich & Associates’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 | $203K | Buy |
+3,468
| New | +$203K | 0.14% | 117 |
|
|
2020
Q4 | – | Sell |
-1,777
| Closed | -$69K | – | 151 |
|
|
2020
Q3 | $69K | Sell |
1,777
-1,172
| -40% | -$45.5K | 0.07% | 136 |
|
|
2020
Q2 | $116K | Hold |
2,949
| – | – | 0.11% | 97 |
|
|
2020
Q1 | $111K | Sell |
2,949
-441
| -13% | -$16.6K | 0.14% | 97 |
|
|
2019
Q4 | $167K | Buy |
+3,390
| New | +$167K | 0.16% | 91 |
|
|
2019
Q3 | – | Sell |
-6,237
| Closed | -$295K | – | 217 |
|
|
2019
Q2 | $295K | Sell |
6,237
-3,935
| -39% | -$186K | 0.31% | 67 |
|
|
2019
Q1 | $584K | Sell |
10,172
-1,758
| -15% | -$101K | 0.61% | 37 |
|
|
2018
Q4 | $589K | Buy |
11,930
+8,132
| +214% | +$401K | 0.62% | 52 |
|
|
2018
Q3 | $229K | Buy |
3,798
+729
| +24% | +$44K | 0.22% | 95 |
|
|
2018
Q2 | $174K | Hold |
3,069
| – | – | 0.17% | 103 |
|
|
2018
Q1 | $191K | Sell |
3,069
-1,096
| -26% | -$68.2K | 0.17% | 106 |
|
|
2017
Q4 | $297K | Buy |
+4,165
| New | +$297K | 0.25% | 100 |
|