Capital Advisors Wealth Management’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 | $756K | Sell |
12,902
-84
| -0.6% | -$4.93K | 0.12% | 91 |
|
|
2025
Q1 | $779K | Buy |
12,986
+386
| +3% | +$23.2K | 0.14% | 78 |
|
|
2024
Q4 | $659K | Buy |
12,600
+187
| +2% | +$9.78K | 0.12% | 84 |
|
|
2024
Q3 | $634K | Buy |
12,413
+248
| +2% | +$12.7K | 0.12% | 84 |
|
|
2024
Q2 | $554K | Buy |
12,165
+9
| +0.1% | +$410 | 0.11% | 81 |
|
|
2024
Q1 | $530K | Buy |
12,156
+3,421
| +39% | +$149K | 0.11% | 82 |
|
|
2023
Q4 | $352K | Buy |
8,735
+442
| +5% | +$17.8K | 0.08% | 98 |
|
|
2023
Q3 | $349K | Sell |
8,293
-643
| -7% | -$27K | 0.09% | 94 |
|
|
2023
Q2 | $405K | Sell |
8,936
-82
| -0.9% | -$3.71K | 0.1% | 89 |
|
|
2023
Q1 | $402K | Sell |
9,018
-705
| -7% | -$31.5K | 0.11% | 85 |
|
|
2022
Q4 | $444K | Buy |
9,723
+1,018
| +12% | +$46.5K | 0.13% | 76 |
|
|
2022
Q3 | $352K | Buy |
8,705
+294
| +3% | +$11.9K | 0.12% | 84 |
|
|
2022
Q2 | $351K | Buy |
8,411
+110
| +1% | +$4.59K | 0.11% | 82 |
|
|
2022
Q1 | $434K | Sell |
8,301
-631
| -7% | -$33K | 0.13% | 78 |
|
|
2021
Q4 | $423K | Sell |
8,932
-849
| -9% | -$40.2K | 0.13% | 77 |
|
|
2021
Q3 | $445K | Sell |
9,781
-163
| -2% | -$7.42K | 0.16% | 71 |
|
|
2021
Q2 | $474K | Sell |
9,944
-1,964
| -16% | -$93.6K | 0.18% | 62 |
|
|
2021
Q1 | $609K | Buy |
+11,908
| New | +$609K | 0.26% | 52 |
|