CarsonAllaria Wealth Management’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
$122K Sell
2,082
-45
-2% -$2.64K 0.07% 97
2025
Q1
$128K Buy
2,127
+46
+2% +$2.76K 0.07% 90
2024
Q4
$109K Sell
2,081
-371
-15% -$19.4K 0.06% 101
2024
Q3
$125K Sell
2,452
-246
-9% -$12.6K 0.07% 91
2024
Q2
$123K Sell
2,698
-353
-12% -$16.1K 0.08% 84
2024
Q1
$133K Sell
3,051
-509
-14% -$22.2K 0.08% 81
2023
Q4
$144K Sell
3,560
-190
-5% -$7.67K 0.1% 76
2023
Q3
$158K Sell
3,750
-349
-9% -$14.7K 0.13% 71
2023
Q2
$186K Buy
4,099
+26
+0.6% +$1.18K 0.15% 69
2023
Q1
$182K Sell
4,073
-108
-3% -$4.82K 0.15% 72
2022
Q4
$191K Buy
4,181
+45
+1% +$2.06K 0.17% 68
2022
Q3
$167K Buy
4,136
+49
+1% +$1.98K 0.16% 70
2022
Q2
$171K Buy
4,087
+28
+0.7% +$1.17K 0.16% 71
2022
Q1
$212K Buy
4,059
+53
+1% +$2.77K 0.19% 60
2021
Q4
$190K Buy
+4,006
New +$190K 0.17% 70