Burkett Financial Services’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 | $126K | Buy |
2,155
+36
| +2% | +$2.11K | 0.05% | 61 |
|
|
2025
Q1 | $127K | Buy |
2,119
+42
| +2% | +$2.52K | 0.05% | 58 |
|
|
2024
Q4 | $109K | Sell |
2,077
-302
| -13% | -$15.8K | 0.04% | 62 |
|
|
2024
Q3 | $121K | Buy |
2,379
+49
| +2% | +$2.5K | 0.05% | 57 |
|
|
2024
Q2 | $106K | Buy |
2,330
+51
| +2% | +$2.32K | 0.05% | 56 |
|
|
2024
Q1 | $99.4K | Buy |
2,279
+52
| +2% | +$2.27K | 0.05% | 60 |
|
|
2023
Q4 | $89.8K | Buy |
+2,227
| New | +$89.8K | 0.05% | 61 |
|