Caitlin John’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
Sell
-10,994
Closed -$660K 156
2025
Q1
$660K Buy
10,994
+7,059
+179% +$424K 0.65% 45
2024
Q4
$206K Sell
3,935
-200
-5% -$10.5K 0.14% 123
2024
Q3
$228K Buy
4,135
+526
+15% +$29.1K 0.14% 123
2024
Q2
$164K Buy
3,609
+2,658
+279% +$121K 0.12% 126
2024
Q1
$41.5K Buy
951
+505
+113% +$22K 0.03% 255
2023
Q4
$18.4K Buy
+446
New +$18.4K 0.02% 350