Clear Creek Financial Management’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 | $1.47M | Sell |
25,106
-69
| -0.3% | -$4.05K | 0.14% | 166 |
|
2025
Q1 | $1.51M | Buy |
25,175
+871
| +4% | +$52.3K | 0.16% | 136 |
|
2024
Q4 | $1.27M | Buy |
24,304
+1,392
| +6% | +$72.8K | 0.14% | 147 |
|
2024
Q3 | $1.17M | Sell |
22,912
-400
| -2% | -$20.4K | 0.13% | 156 |
|
2024
Q2 | $1.06M | Buy |
23,312
+628
| +3% | +$28.6K | 0.13% | 145 |
|
2024
Q1 | $990K | Buy |
22,684
+13,161
| +138% | +$574K | 0.13% | 147 |
|
2023
Q4 | $385K | Buy |
9,523
+3,698
| +63% | +$150K | 0.06% | 227 |
|
2023
Q3 | $246K | Buy |
5,825
+240
| +4% | +$10.1K | 0.04% | 260 |
|
2023
Q2 | $253K | Buy |
5,585
+277
| +5% | +$12.5K | 0.04% | 271 |
|
2023
Q1 | $237K | Buy |
5,308
+713
| +16% | +$31.8K | 0.05% | 258 |
|
2022
Q4 | $210K | Sell |
4,595
-2,199
| -32% | -$101K | 0.05% | 266 |
|
2022
Q3 | $274K | Buy |
6,794
+50
| +0.7% | +$2.02K | 0.06% | 207 |
|
2022
Q2 | $282K | Buy |
6,744
+2,736
| +68% | +$114K | 0.06% | 223 |
|
2022
Q1 | $209K | Buy |
+4,008
| New | +$209K | 0.03% | 308 |
|
2021
Q1 | – | Sell |
-4,975
| Closed | -$204K | – | 180 |
|
2020
Q4 | $204K | Buy |
+4,975
| New | +$204K | 0.04% | 275 |
|
2020
Q3 | – | Sell |
-6,352
| Closed | -$254K | – | 192 |
|
2020
Q2 | $254K | Buy |
+6,352
| New | +$254K | 0.07% | 199 |
|
2020
Q1 | – | Sell |
-13,856
| Closed | -$704K | – | 180 |
|
2019
Q4 | $704K | Buy |
13,856
+1,687
| +14% | +$85.7K | 0.28% | 47 |
|
2019
Q3 | $569K | Buy |
12,169
+2,215
| +22% | +$104K | 0.28% | 52 |
|
2019
Q2 | $479K | Buy |
+9,954
| New | +$479K | 0.21% | 65 |
|