Cladis Investment Advisory’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 | $599K | Hold |
10,214
| – | – | 0.38% | 75 |
|
|
2025
Q1 | $613K | Hold |
10,214
| – | – | 0.44% | 70 |
|
|
2024
Q4 | $534K | Hold |
10,214
| – | – | 0.38% | 76 |
|
|
2024
Q3 | $521K | Hold |
10,214
| – | – | 0.36% | 80 |
|
|
2024
Q2 | $465K | Sell |
10,214
-111
| -1% | -$5.06K | 0.34% | 83 |
|
|
2024
Q1 | $450K | Hold |
10,325
| – | – | 0.33% | 85 |
|
|
2023
Q4 | $417K | Buy |
10,325
+111
| +1% | +$4.48K | 0.33% | 80 |
|
|
2023
Q3 | $429K | Hold |
10,214
| – | – | 0.38% | 74 |
|
|
2023
Q2 | $463K | Buy |
10,214
+414
| +4% | +$18.8K | 0.4% | 75 |
|
|
2023
Q1 | $437K | Hold |
9,800
| – | – | 0.39% | 78 |
|
|
2022
Q4 | $448K | Sell |
9,800
-600
| -6% | -$27.4K | 0.45% | 70 |
|
|
2022
Q3 | $420K | Hold |
10,400
| – | – | 0.45% | 73 |
|
|
2022
Q2 | $434K | Hold |
10,400
| – | – | 0.43% | 77 |
|
|
2022
Q1 | $543K | Buy |
10,400
+2,800
| +37% | +$146K | 0.44% | 72 |
|
|
2021
Q4 | $360K | Buy |
+7,600
| New | +$360K | 0.29% | 103 |
|