Carson Advisory’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
Q2
$375K Sell
2025
Q1
$389K Buy
2024
Q4
$339K Buy
2024
Q3
$320K Sell
2024
Q2
$286K Sell
2024
Q1
$277K Buy
2023
Q4
$246K Sell
2023
Q3
$300K Buy
2023
Q2
$241K Buy
2023
Q1
$236K Buy
2022
Q4
$233K Buy
2022
Q3
$205K Sell
2022
Q2
$214K Buy
2022
Q1
$267K Buy
2021
Q4
$238K Buy