Cassaday & Co 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 | $668K | Sell |
11,391
-157
| -1% | -$9.21K | 0.02% | 177 |
|
|
2025
Q1 | $693K | Sell |
11,548
-941
| -8% | -$56.5K | 0.02% | 162 |
|
|
2024
Q4 | $653K | Buy |
12,489
+620
| +5% | +$32.4K | 0.02% | 169 |
|
|
2024
Q3 | $606K | Sell |
11,869
-375
| -3% | -$19.1K | 0.02% | 163 |
|
|
2024
Q2 | $558K | Sell |
12,244
-78
| -0.6% | -$3.55K | 0.02% | 161 |
|
|
2024
Q1 | $537K | Buy |
12,322
+569
| +5% | +$24.8K | 0.02% | 162 |
|
|
2023
Q4 | $474K | Sell |
11,753
-114
| -1% | -$4.6K | 0.02% | 165 |
|
|
2023
Q3 | $499K | Buy |
11,867
+138
| +1% | +$5.8K | 0.02% | 149 |
|
|
2023
Q2 | $531K | Sell |
11,729
-516
| -4% | -$23.4K | 0.02% | 148 |
|
|
2023
Q1 | $546K | Buy |
12,245
+202
| +2% | +$9.01K | 0.02% | 148 |
|
|
2022
Q4 | $550K | Buy |
+12,043
| New | +$550K | 0.03% | 143 |
|