CapWealth Advisors’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
$235K Hold
2025
Q2
$209K Hold
2025
Q1
$213K Buy
2016
Q4
Sell
2016
Q3
$124K Buy
2016
Q2
$134K Sell
2016
Q1
$130K Buy
2015
Q4
$114K Hold
2015
Q3
$106K Hold
2015
Q2
$95K Sell
2015
Q1
$608K Sell
2014
Q4
$978K Sell
2014
Q3
$981K Sell
2014
Q2
$900K Sell
2014
Q1
$818K Buy
2013
Q4
$831K Sell
2013
Q3
$822K Buy
2013
Q2
$810K Buy