Carson Advisory’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 | $375K | Sell |
6,399
-89
| -1% | -$5.22K | 0.24% | 97 |
|
|
2025
Q1 | $389K | Buy |
6,488
+3
| +0% | +$180 | 0.26% | 89 |
|
|
2024
Q4 | $339K | Buy |
6,485
+220
| +4% | +$11.5K | 0.24% | 103 |
|
|
2024
Q3 | $320K | Sell |
6,265
-11
| -0.2% | -$561 | 0.2% | 123 |
|
|
2024
Q2 | $286K | Sell |
6,276
-67
| -1% | -$3.05K | 0.2% | 121 |
|
|
2024
Q1 | $277K | Buy |
6,343
+254
| +4% | +$11.1K | 0.19% | 125 |
|
|
2023
Q4 | $246K | Sell |
6,089
-1,049
| -15% | -$42.3K | 0.19% | 130 |
|
|
2023
Q3 | $300K | Buy |
7,138
+1,811
| +34% | +$76.2K | 0.26% | 102 |
|
|
2023
Q2 | $241K | Buy |
5,327
+36
| +0.7% | +$1.63K | 0.2% | 127 |
|
|
2023
Q1 | $236K | Buy |
5,291
+204
| +4% | +$9.1K | 0.21% | 122 |
|
|
2022
Q4 | $233K | Buy |
5,087
+3
| +0.1% | +$137 | 0.22% | 112 |
|
|
2022
Q3 | $205K | Sell |
5,084
-38
| -0.7% | -$1.53K | 0.23% | 116 |
|
|
2022
Q2 | $214K | Buy |
5,122
+3
| +0.1% | +$125 | 0.24% | 106 |
|
|
2022
Q1 | $267K | Buy |
5,119
+105
| +2% | +$5.48K | 0.27% | 96 |
|
|
2021
Q4 | $238K | Buy |
+5,014
| New | +$238K | 0.24% | 110 |
|