Caldwell Sutter Capital’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
$337K Sell
5,754
-99
-2% -$5.8K 0.15% 144
2025
Q1
$351K Sell
5,853
-169
-3% -$10.1K 0.17% 136
2024
Q4
$315K Buy
6,022
+1,945
+48% +$102K 0.15% 150
2024
Q3
$208K Sell
4,077
-1,850
-31% -$94.4K 0.1% 203
2024
Q2
$270K Sell
5,927
-345
-6% -$15.7K 0.13% 158
2024
Q1
$274K Sell
6,272
-621
-9% -$27.1K 0.13% 157
2023
Q4
$278K Buy
6,893
+29
+0.4% +$1.17K 0.14% 148
2023
Q3
$289K Buy
6,864
+226
+3% +$9.5K 0.16% 138
2023
Q2
$301K Buy
6,638
+3,111
+88% +$141K 0.16% 138
2023
Q1
$157K Buy
3,527
+1,417
+67% +$63.2K 0.11% 154
2022
Q4
$96.4K Buy
+2,110
New +$96.4K 0.09% 146