Crewe 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
Q2 | $82.7K | Hold |
1,410
| – | – | 0.01% | 239 |
|
|
2025
Q1 | $84.6K | Hold |
1,410
| – | – | 0.01% | 219 |
|
|
2024
Q4 | $73.7K | Buy |
1,410
+8
| +0.6% | +$418 | 0.01% | 243 |
|
|
2024
Q3 | $71.6K | Hold |
1,402
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $63.9K | Sell |
1,402
-135
| -9% | -$6.15K | 0.01% | 337 |
|
|
2024
Q1 | $67K | Buy |
+1,537
| New | +$67K | 0.01% | 331 |
|
|
2023
Q3 | – | Sell |
-1,845
| Closed | -$83.6K | – | 797 |
|
|
2023
Q2 | $83.6K | Sell |
1,845
-487
| -21% | -$22.1K | 0.01% | 217 |
|
|
2023
Q1 | $104K | Sell |
2,332
-106
| -4% | -$4.73K | 0.02% | 223 |
|
|
2022
Q4 | $111K | Sell |
2,438
-286
| -10% | -$13.1K | 0.02% | 209 |
|
|
2022
Q3 | $110K | Buy |
2,724
+192
| +8% | +$7.75K | 0.02% | 214 |
|
|
2022
Q2 | $106K | Buy |
2,532
+460
| +22% | +$19.3K | 0.02% | 205 |
|
|
2022
Q1 | $108K | Buy |
2,072
+1,602
| +341% | +$83.5K | 0.02% | 167 |
|
|
2021
Q4 | $22K | Buy |
470
+170
| +57% | +$7.96K | ﹤0.01% | 254 |
|
|
2021
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 237 |
|
|
2021
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 244 |
|
|
2021
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 237 |
|
|
2020
Q4 | $12K | Sell |
300
-223
| -43% | -$8.92K | ﹤0.01% | 241 |
|
|
2020
Q3 | $20K | Buy |
523
+223
| +74% | +$8.53K | 0.01% | 182 |
|
|
2020
Q2 | $12K | Hold |
300
| – | – | 0.01% | 158 |
|
|
2020
Q1 | $12K | Hold |
300
| – | – | 0.01% | 139 |
|
|
2019
Q4 | $15K | Hold |
300
| – | – | 0.01% | 167 |
|
|
2019
Q3 | $12K | Sell |
300
-1,100
| -79% | -$44K | 0.01% | 177 |
|
|
2019
Q2 | $66K | Buy |
1,400
+1,100
| +367% | +$51.9K | 0.02% | 131 |
|
|
2019
Q1 | $17K | Hold |
300
| – | – | 0.01% | 165 |
|
|
2018
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 169 |
|
|
2018
Q3 | $18K | Hold |
300
| – | – | 0.02% | 177 |
|
|
2018
Q2 | $17K | Hold |
300
| – | – | 0.02% | 189 |
|
|
2018
Q1 | $19K | Sell |
300
-10
| -3% | -$633 | 0.02% | 188 |
|
|
2017
Q4 | $22K | Buy |
+310
| New | +$22K | 0.02% | 185 |
|