Buck Wealth Strategies’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 | $393K | Buy |
6,696
+1,378
| +26% | +$80.8K | 0.06% | 110 |
|
2025
Q1 | $319K | Buy |
+5,318
| New | +$319K | 0.06% | 102 |
|
2024
Q2 | – | Sell |
-13,406
| Closed | -$585K | – | 99 |
|
2024
Q1 | $585K | Buy |
+13,406
| New | +$585K | 0.2% | 54 |
|
2023
Q4 | – | Sell |
-2,182
| Closed | -$91.8K | – | 248 |
|
2023
Q3 | $91.8K | Sell |
2,182
-473
| -18% | -$19.9K | 0.04% | 77 |
|
2023
Q2 | $120K | Sell |
2,655
-178
| -6% | -$8.06K | 0.05% | 45 |
|
2023
Q1 | $126K | Buy |
+2,833
| New | +$126K | 0.06% | 43 |
|