Center for Financial Planning’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 | $342K | Buy |
5,842
+335
| +6% | +$19.6K | 0.04% | 134 |
|
|
2025
Q1 | $331K | Sell |
5,507
-392
| -7% | -$23.5K | 0.04% | 124 |
|
|
2024
Q4 | $308K | Hold |
5,899
| – | – | 0.04% | 126 |
|
|
2024
Q3 | $301K | Hold |
5,899
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $269K | Sell |
5,899
-85
| -1% | -$3.87K | 0.04% | 129 |
|
|
2024
Q1 | $261K | Sell |
5,984
-50
| -0.8% | -$2.18K | 0.04% | 131 |
|
|
2023
Q4 | $243K | Hold |
6,034
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $254K | Sell |
6,034
-200
| -3% | -$8.41K | 0.05% | 118 |
|
|
2023
Q2 | $282K | Hold |
6,234
| – | – | 0.06% | 114 |
|
|
2023
Q1 | $278K | Buy |
6,234
+85
| +1% | +$3.79K | 0.06% | 112 |
|
|
2022
Q4 | $281K | Hold |
6,149
| – | – | 0.07% | 109 |
|
|
2022
Q3 | $248K | Buy |
6,149
+3,733
| +155% | +$151K | 0.07% | 105 |
|
|
2022
Q2 | $101K | Hold |
2,416
| – | – | 0.03% | 163 |
|
|
2022
Q1 | $126K | Hold |
2,416
| – | – | 0.03% | 158 |
|
|
2021
Q4 | $114K | Hold |
2,416
| – | – | 0.02% | 164 |
|
|
2021
Q3 | $110K | Hold |
2,416
| – | – | 0.03% | 156 |
|
|
2021
Q2 | $115K | Sell |
2,416
-1,017
| -30% | -$48.4K | 0.03% | 155 |
|
|
2021
Q1 | $176K | Sell |
3,433
-893
| -21% | -$45.8K | 0.05% | 132 |
|
|
2020
Q4 | $177K | Hold |
4,326
| – | – | 0.05% | 123 |
|
|
2020
Q3 | $167K | Hold |
4,326
| – | – | 0.05% | 123 |
|
|
2020
Q2 | $170K | Sell |
4,326
-3,000
| -41% | -$118K | 0.06% | 118 |
|
|
2020
Q1 | $283K | Sell |
7,326
-3,781
| -34% | -$146K | 0.1% | 85 |
|
|
2019
Q4 | $554K | Buy |
+11,107
| New | +$554K | 0.14% | 67 |
|