Capital Advisors Wealth Management’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$866K Buy
2025
Q2
$756K Sell
2025
Q1
$779K Buy
2024
Q4
$659K Buy
2024
Q3
$634K Buy
2024
Q2
$554K Buy
2024
Q1
$530K Buy
2023
Q4
$352K Buy
2023
Q3
$349K Sell
2023
Q2
$405K Sell
2023
Q1
$402K Sell
2022
Q4
$444K Buy
2022
Q3
$352K Buy
2022
Q2
$351K Buy
2022
Q1
$434K Sell
2021
Q4
$423K Sell
2021
Q3
$445K Sell
2021
Q2
$474K Sell
2021
Q1
$609K Buy