Carolina Wealth 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 | $104K | Buy |
1,771
+1,424
| +410% | +$83.5K | 0.05% | 73 |
|
|
2025
Q1 | $20.8K | Buy |
347
+122
| +54% | +$7.32K | 0.01% | 115 |
|
|
2024
Q4 | $11.8K | Hold |
225
| – | – | 0.01% | 141 |
|
|
2024
Q3 | $11.5K | Hold |
225
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $10.2K | Hold |
225
| – | – | 0.01% | 137 |
|
|
2024
Q1 | $9.81K | Hold |
225
| – | – | 0.01% | 145 |
|
|
2023
Q4 | $9.08K | Sell |
225
-1,500
| -87% | -$60.5K | ﹤0.01% | 162 |
|
|
2023
Q3 | $72.5K | Buy |
1,725
+1,500
| +667% | +$63.1K | 0.04% | 103 |
|
|
2023
Q2 | $10.2K | Hold |
225
| – | – | 0.01% | 153 |
|
|
2023
Q1 | $10K | Hold |
225
| – | – | 0.01% | 150 |
|
|
2022
Q4 | $10K | Hold |
225
| – | – | 0.01% | 145 |
|
|
2022
Q3 | $9K | Hold |
225
| – | – | 0.01% | 147 |
|
|
2022
Q2 | $9K | Hold |
225
| – | – | 0.01% | 169 |
|
|
2022
Q1 | $12K | Sell |
225
-1,100
| -83% | -$58.7K | 0.01% | 170 |
|
|
2021
Q4 | $63K | Sell |
1,325
-9,442
| -88% | -$449K | 0.04% | 127 |
|
|
2021
Q3 | $490K | Sell |
10,767
-376
| -3% | -$17.1K | 0.32% | 35 |
|
|
2021
Q2 | $531K | Sell |
11,143
-284
| -2% | -$13.5K | 0.36% | 35 |
|
|
2021
Q1 | $585K | Sell |
11,427
-11,626
| -50% | -$595K | 0.43% | 33 |
|
|
2020
Q4 | $945K | Buy |
23,053
+342
| +2% | +$14K | 0.76% | 33 |
|
|
2020
Q3 | $878K | Buy |
22,711
+1,074
| +5% | +$41.5K | 0.77% | 34 |
|
|
2020
Q2 | $849K | Buy |
21,637
+1,580
| +8% | +$62K | 0.82% | 32 |
|
|
2020
Q1 | $776K | Buy |
20,057
+7,638
| +62% | +$296K | 0.9% | 30 |
|
|
2019
Q4 | $620K | Buy |
+12,419
| New | +$620K | 0.59% | 29 |
|