Carolinas Wealth Consulting’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 | – | Sell |
-10,296
| Closed | -$618K | – | 584 |
|
|
2025
Q1 | $618K | Sell |
10,296
-518
| -5% | -$31.1K | 0.13% | 86 |
|
|
2024
Q4 | $576K | Sell |
10,814
-167
| -2% | -$8.9K | 0.11% | 97 |
|
|
2024
Q3 | $572K | Sell |
10,981
-3,809
| -26% | -$198K | 0.1% | 100 |
|
|
2024
Q2 | $674K | Buy |
14,790
+11,468
| +345% | +$522K | 0.13% | 86 |
|
|
2024
Q1 | $148K | Sell |
3,322
-37,389
| -92% | -$1.67M | 0.03% | 212 |
|
|
2023
Q4 | $170K | Hold |
40,711
| – | – | 0.04% | 175 |
|
|
2023
Q3 | $166K | Buy |
40,711
+86
| +0.2% | +$351 | 0.04% | 162 |
|
|
2023
Q2 | $182K | Buy |
40,625
+38
| +0.1% | +$170 | 0.04% | 178 |
|
|
2023
Q1 | $178K | Buy |
40,587
+1,037
| +3% | +$4.54K | 0.04% | 182 |
|
|
2022
Q4 | $133K | Sell |
39,550
-92
| -0.2% | -$309 | 0.03% | 217 |
|
|
2022
Q3 | $126K | Buy |
39,642
+34
| +0.1% | +$108 | 0.03% | 207 |
|
|
2022
Q2 | $127K | Buy |
39,608
+37,427
| +1,716% | +$120K | 0.03% | 213 |
|
|
2022
Q1 | $116K | Buy |
2,181
+34
| +2% | +$1.81K | 0.03% | 238 |
|
|
2021
Q4 | $104K | Sell |
2,147
-255
| -11% | -$12.4K | 0.02% | 257 |
|
|
2021
Q3 | $111K | Buy |
2,402
+38
| +2% | +$1.76K | 0.03% | 229 |
|
|
2021
Q2 | $115K | Sell |
2,364
-749
| -24% | -$36.4K | 0.03% | 245 |
|
|
2021
Q1 | $162K | Sell |
3,113
-65
| -2% | -$3.38K | 0.04% | 193 |
|
|
2020
Q4 | $133K | Buy |
3,178
+1,244
| +64% | +$52.1K | 0.04% | 199 |
|
|
2020
Q3 | $77K | Sell |
1,934
-162
| -8% | -$6.45K | 0.03% | 221 |
|
|
2020
Q2 | $84K | Buy |
+2,096
| New | +$84K | 0.03% | 162 |
|