Clearwater Capital Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,579
| Closed | -$239K | – | 172 |
|
|
2024
Q4 | $239K | Sell |
4,579
-993
| -18% | -$51.9K | 0.02% | 159 |
|
|
2024
Q3 | $284K | Buy |
+5,572
| New | +$284K | 0.03% | 143 |
|
|
2018
Q2 | – | Sell |
-3,004
| Closed | -$187K | – | 421 |
|
|
2018
Q1 | $187K | Hold |
3,004
| – | – | 0.04% | 184 |
|
|
2017
Q4 | $215K | Buy |
+3,004
| New | +$215K | 0.05% | 170 |
|