Coppell Advisory Solutions’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 | $475K | Buy |
8,089
+808
| +11% | +$47.5K | 0.06% | 251 |
|
2025
Q1 | $428K | Buy |
7,281
+1,307
| +22% | +$76.8K | 0.06% | 226 |
|
2024
Q4 | $311K | Buy |
5,974
+2,997
| +101% | +$156K | 0.04% | 211 |
|
2024
Q3 | $152K | Sell |
2,977
-733
| -20% | -$37.4K | 0.02% | 333 |
|
2024
Q2 | $169K | Buy |
+3,710
| New | +$169K | 0.03% | 290 |
|
2023
Q4 | $139K | Buy |
3,454
+1,749
| +103% | +$70.6K | 0.03% | 313 |
|
2023
Q3 | $77.9K | Sell |
1,705
-1,312
| -43% | -$60K | 0.03% | 240 |
|
2023
Q2 | $136K | Buy |
+3,017
| New | +$136K | 0.04% | 230 |
|
2023
Q1 | – | Sell |
-1,705
| Closed | -$77.9K | – | 728 |
|
2022
Q4 | $77.9K | Buy |
+1,705
| New | +$77.9K | 0.03% | 244 |
|