CBIZ Investment Advisory Services’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 | $49.3K | Buy |
839
+114
| +16% | +$6.7K | ﹤0.01% | 136 |
|
|
2025
Q1 | $43.5K | Buy |
725
+28
| +4% | +$1.68K | ﹤0.01% | 127 |
|
|
2024
Q4 | $36.4K | Buy |
697
+627
| +896% | +$32.8K | ﹤0.01% | 137 |
|
|
2024
Q3 | $3.57K | Hold |
70
| – | – | ﹤0.01% | 313 |
|
|
2024
Q2 | $3.19K | Sell |
70
-200
| -74% | -$9.11K | ﹤0.01% | 316 |
|
|
2024
Q1 | $11.8K | Buy |
+270
| New | +$11.8K | ﹤0.01% | 243 |
|
|
2021
Q4 | – | Hold |
0
| – | -$3K | – | 68 |
|
|
2021
Q3 | – | Hold |
0
| – | -$3K | – | 94 |
|
|
2021
Q2 | – | Hold |
0
| – | -$4K | – | 92 |
|
|
2021
Q1 | – | Hold |
0
| – | -$3K | – | 82 |
|
|
2020
Q4 | – | Hold |
0
| – | -$3K | – | 102 |
|
|
2020
Q3 | – | Hold |
0
| – | -$34K | – | 103 |
|
|
2020
Q2 | – | Hold |
0
| – | -$34K | – | 73 |
|
|
2020
Q1 | – | Hold |
0
| – | -$43K | – | 79 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 85 |
|