Cardiff Park Advisors’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 | $218K | Buy |
3,720
+1
| +0% | +$59 | 0.02% | 248 |
|
|
2025
Q1 | $223K | Buy |
+3,719
| New | +$223K | 0.02% | 242 |
|
|
2024
Q4 | – | Sell |
-4,297
| Closed | -$219K | – | 346 |
|
|
2024
Q3 | $219K | Buy |
+4,297
| New | +$219K | 0.02% | 239 |
|
|
2024
Q1 | – | Sell |
-4,975
| Closed | -$201K | – | 357 |
|
|
2023
Q4 | $201K | Sell |
4,975
-196
| -4% | -$7.91K | 0.02% | 230 |
|
|
2023
Q3 | $217K | Buy |
5,171
+11
| +0.2% | +$463 | 0.03% | 204 |
|
|
2023
Q2 | $234K | Buy |
5,160
+11
| +0.2% | +$498 | 0.03% | 211 |
|
|
2023
Q1 | $230K | Buy |
5,149
+136
| +3% | +$6.07K | 0.03% | 211 |
|
|
2022
Q4 | $229K | Sell |
5,013
-20,561
| -80% | -$940K | 0.03% | 217 |
|
|
2022
Q3 | $1.03M | Buy |
25,574
+2,538
| +11% | +$103K | 0.16% | 77 |
|
|
2022
Q2 | $962K | Buy |
23,036
+75
| +0.3% | +$3.13K | 0.15% | 84 |
|
|
2022
Q1 | $1.2M | Buy |
22,961
+261
| +1% | +$13.6K | 0.17% | 66 |
|
|
2021
Q4 | $1.08M | Buy |
+22,700
| New | +$1.08M | 0.14% | 72 |
|