CIA
Concurrent Investment Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Buy |
127,106
+12,894
| +11% | +$756K | 0.14% | 148 |
|
|
2025
Q1 | $6.85M | Buy |
114,212
+27,270
| +31% | +$1.64M | 0.17% | 131 |
|
|
2024
Q4 | $4.55M | Buy |
86,942
+3,036
| +4% | +$159K | 0.12% | 172 |
|
|
2024
Q3 | $4.28M | Buy |
83,906
+532
| +0.6% | +$27.2K | 0.13% | 170 |
|
|
2024
Q2 | $3.8M | Buy |
83,374
+25,899
| +45% | +$1.18M | 0.12% | 170 |
|
|
2024
Q1 | $2.51M | Sell |
57,475
-1,669
| -3% | -$72.8K | 0.1% | 207 |
|
|
2023
Q4 | $2.39M | Buy |
+59,144
| New | +$2.39M | 0.11% | 198 |
|