Castleview Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,674
| Closed | -$87.9K | – | 419 |
|
|
2024
Q4 | $87.9K | Buy |
1,674
+5
| +0.3% | +$263 | 0.05% | 271 |
|
|
2024
Q3 | $85.2K | Sell |
1,669
-6
| -0.4% | -$306 | 0.05% | 252 |
|
|
2024
Q2 | $76.3K | Buy |
1,675
+150
| +10% | +$6.83K | 0.04% | 265 |
|
|
2024
Q1 | $66.5K | Hold |
1,525
| – | – | 0.04% | 305 |
|
|
2023
Q4 | $61.5K | Hold |
1,525
| – | – | 0.04% | 267 |
|
|
2023
Q3 | $64.1K | Buy |
1,525
+1,142
| +298% | +$48K | 0.06% | 225 |
|
|
2023
Q2 | $17.4K | Sell |
383
-300
| -44% | -$13.6K | 0.02% | 375 |
|
|
2023
Q1 | $30.5K | Sell |
683
-293
| -30% | -$13.1K | 0.03% | 304 |
|
|
2022
Q4 | $44.6K | Buy |
976
+462
| +90% | +$21.1K | 0.04% | 241 |
|
|
2022
Q3 | $21K | Buy |
514
+485
| +1,672% | +$19.8K | 0.02% | 317 |
|
|
2022
Q2 | $1.61K | Sell |
29
-73
| -72% | -$4.06K | ﹤0.01% | 650 |
|
|
2022
Q1 | $5K | Sell |
102
-1,344,365
| -100% | -$65.9M | ﹤0.01% | 567 |
|
|
2021
Q4 | $28.4K | Buy |
+1,344,467
| New | +$28.4K | 0.23% | 40 |
|
|
2021
Q2 | $1.91M | Buy |
+40,015
| New | +$1.91M | 0.84% | 22 |
|