Coastwise Capital Group’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 | $351K | Buy |
5,994
+65
| +1% | +$3.81K | 0.28% | 78 |
|
|
2025
Q1 | $356K | Sell |
5,929
-409
| -6% | -$24.5K | 0.3% | 79 |
|
|
2024
Q4 | $331K | Sell |
6,338
-7,112
| -53% | -$372K | 0.26% | 86 |
|
|
2024
Q3 | $686K | Sell |
13,450
-4,058
| -23% | -$207K | 0.57% | 47 |
|
|
2024
Q2 | $798K | Buy |
17,508
+156
| +0.9% | +$7.11K | 0.76% | 32 |
|
|
2024
Q1 | $757K | Buy |
17,352
+57
| +0.3% | +$2.49K | 0.7% | 39 |
|
|
2023
Q4 | $698K | Sell |
17,295
-3,650
| -17% | -$147K | 0.71% | 41 |
|
|
2023
Q3 | $881K | Buy |
20,945
+1,200
| +6% | +$50.5K | 1.01% | 29 |
|
|
2023
Q2 | $894K | Buy |
19,745
+397
| +2% | +$18K | 1.01% | 28 |
|
|
2023
Q1 | $863K | Buy |
19,348
+3,946
| +26% | +$176K | 0.99% | 31 |
|
|
2022
Q4 | $704K | Sell |
15,402
-1,527
| -9% | -$69.8K | 0.84% | 32 |
|
|
2022
Q3 | $684K | Sell |
16,929
-502
| -3% | -$20.3K | 1.08% | 30 |
|
|
2022
Q2 | $728K | Buy |
17,431
+1,825
| +12% | +$76.2K | 0.89% | 31 |
|
|
2022
Q1 | $815K | Buy |
+15,606
| New | +$815K | 1.01% | 27 |
|