Corient Private Wealth’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 | $30.7M | Buy |
523,582
+38,576
| +8% | +$2.26M | 0.03% | 351 |
|
|
2025
Q1 | $29.1M | Sell |
485,006
-6,222
| -1% | -$373K | 0.05% | 323 |
|
|
2024
Q4 | $25.7M | Sell |
491,228
-60,912
| -11% | -$3.19M | 0.04% | 347 |
|
|
2024
Q3 | $28.2M | Buy |
552,140
+88,147
| +19% | +$4.5M | 0.04% | 339 |
|
|
2024
Q2 | $21.1M | Sell |
463,993
-22,345
| -5% | -$1.02M | 0.04% | 378 |
|
|
2024
Q1 | $21.2M | Sell |
486,338
-366
| -0.1% | -$16K | 0.04% | 378 |
|
|
2023
Q4 | $19.6M | Sell |
486,704
-34,120
| -7% | -$1.38M | 0.04% | 390 |
|
|
2023
Q3 | $21.9M | Buy |
520,824
+56,655
| +12% | +$2.38M | 0.05% | 327 |
|
|
2023
Q2 | $21M | Sell |
464,169
-4,054
| -0.9% | -$184K | 0.05% | 323 |
|
|
2023
Q1 | $20.9M | Buy |
468,223
+65,590
| +16% | +$2.93M | 0.06% | 300 |
|
|
2022
Q4 | $18.4M | Buy |
+402,633
| New | +$18.4M | 0.07% | 277 |
|