Capital Insight Partners’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 | $210K | Buy |
3,579
+154
| +4% | +$9.03K | 0.04% | 161 |
|
|
2025
Q1 | $206K | Buy |
+3,425
| New | +$206K | 0.04% | 156 |
|
|
2024
Q1 | – | Sell |
-6,500
| Closed | -$262K | – | 165 |
|
|
2023
Q4 | $262K | Hold |
6,500
| – | – | 0.05% | 151 |
|
|
2023
Q3 | $273K | Hold |
6,500
| – | – | 0.06% | 142 |
|
|
2023
Q2 | $294K | Sell |
6,500
-640
| -9% | -$29K | 0.07% | 139 |
|
|
2023
Q1 | $319K | Sell |
7,140
-345
| -5% | -$15.4K | 0.07% | 138 |
|
|
2022
Q4 | $342K | Sell |
7,485
-115
| -2% | -$5.26K | 0.09% | 128 |
|
|
2022
Q3 | $307K | Sell |
7,600
-5,435
| -42% | -$220K | 0.08% | 129 |
|
|
2022
Q2 | $544K | Sell |
13,035
-3,875
| -23% | -$162K | 0.13% | 117 |
|
|
2022
Q1 | $884K | Sell |
16,910
-1,328
| -7% | -$69.4K | 0.18% | 112 |
|
|
2021
Q4 | $864K | Sell |
18,238
-2,315
| -11% | -$110K | 0.18% | 115 |
|
|
2021
Q3 | $936K | Sell |
20,553
-1,246
| -6% | -$56.7K | 0.2% | 115 |
|
|
2021
Q2 | $1.04M | Sell |
21,799
-885
| -4% | -$42.2K | 0.23% | 112 |
|
|
2021
Q1 | $1.16M | Sell |
22,684
-189
| -0.8% | -$9.67K | 0.28% | 110 |
|
|
2020
Q4 | $938K | Sell |
22,873
-1,185
| -5% | -$48.6K | 0.24% | 113 |
|
|
2020
Q3 | $930K | Buy |
24,058
+4,858
| +25% | +$188K | 0.26% | 113 |
|
|
2020
Q2 | $754K | Buy |
+19,200
| New | +$754K | 0.24% | 112 |
|