Catalyst Financial 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
Q2 | $730K | Buy |
12,444
+819
| +7% | +$48K | 0.08% | 118 |
|
|
2025
Q1 | $698K | Buy |
11,625
+141
| +1% | +$8.46K | 0.13% | 104 |
|
|
2024
Q4 | $600K | Buy |
11,484
+244
| +2% | +$12.8K | 0.11% | 117 |
|
|
2024
Q3 | $574K | Sell |
11,240
-29
| -0.3% | -$1.48K | 0.11% | 122 |
|
|
2024
Q2 | $513K | Buy |
11,269
+217
| +2% | +$9.88K | 0.11% | 119 |
|
|
2024
Q1 | $454K | Sell |
11,052
-584
| -5% | -$24K | 0.12% | 119 |
|
|
2023
Q4 | $469K | Sell |
11,636
-2,112
| -15% | -$85.2K | 0.13% | 100 |
|
|
2023
Q3 | $578K | Sell |
13,748
-17
| -0.1% | -$715 | 0.19% | 75 |
|
|
2023
Q2 | $624K | Buy |
13,765
+1,907
| +16% | +$86.4K | 0.22% | 67 |
|
|
2023
Q1 | $529K | Buy |
11,858
+4,631
| +64% | +$207K | 0.23% | 69 |
|
|
2022
Q4 | $330K | Buy |
+7,227
| New | +$330K | 0.17% | 95 |
|