Dakota Wealth Management’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 | $905K | Buy |
15,432
+2,529
| +20% | +$148K | 0.02% | 403 |
|
|
2025
Q1 | $775K | Buy |
12,903
+828
| +7% | +$49.7K | 0.02% | 421 |
|
|
2024
Q4 | $632K | Sell |
12,075
-203
| -2% | -$10.6K | 0.01% | 459 |
|
|
2024
Q3 | $627K | Sell |
12,278
-36
| -0.3% | -$1.84K | 0.01% | 469 |
|
|
2024
Q2 | $561K | Sell |
12,314
-405
| -3% | -$18.5K | 0.01% | 483 |
|
|
2024
Q1 | $555K | Sell |
12,719
-308
| -2% | -$13.4K | 0.01% | 484 |
|
|
2023
Q4 | $526K | Sell |
13,027
-1,324
| -9% | -$53.4K | 0.02% | 411 |
|
|
2023
Q3 | $603K | Sell |
14,351
-22
| -0.2% | -$925 | 0.03% | 367 |
|
|
2023
Q2 | $651K | Buy |
14,373
+569
| +4% | +$25.8K | 0.03% | 335 |
|
|
2023
Q1 | $616K | Buy |
13,804
+99
| +0.7% | +$4.42K | 0.04% | 316 |
|
|
2022
Q4 | $626K | Sell |
13,705
-868
| -6% | -$39.7K | 0.04% | 311 |
|
|
2022
Q3 | $588K | Sell |
14,573
-71,687
| -83% | -$2.89M | 0.05% | 307 |
|
|
2022
Q2 | $3.6M | Buy |
86,260
+74,459
| +631% | +$3.11M | 0.33% | 87 |
|
|
2022
Q1 | $617K | Buy |
+11,801
| New | +$617K | 0.05% | 255 |
|
|
2020
Q3 | – | Sell |
-13,569
| Closed | -$533K | – | 298 |
|
|
2020
Q2 | $533K | Buy |
13,569
+1,947
| +17% | +$76.5K | 0.09% | 160 |
|
|
2020
Q1 | $449K | Buy |
11,622
+1,644
| +16% | +$63.5K | 0.1% | 159 |
|
|
2019
Q4 | $498K | Sell |
9,978
-34
| -0.3% | -$1.7K | 0.08% | 192 |
|
|
2019
Q3 | $409K | Sell |
10,012
-9,526
| -49% | -$389K | 0.07% | 202 |
|
|
2019
Q2 | $926K | Sell |
19,538
-26,378
| -57% | -$1.25M | 0.18% | 118 |
|
|
2019
Q1 | $2.64M | Buy |
45,916
+41,467
| +932% | +$2.38M | 0.52% | 52 |
|
|
2018
Q4 | $256K | Sell |
4,449
-2,304
| -34% | -$133K | 0.06% | 237 |
|
|
2018
Q3 | $407K | Sell |
6,753
-6,881
| -50% | -$415K | 0.09% | 174 |
|
|
2018
Q2 | $775K | Buy |
+13,634
| New | +$775K | 0.22% | 91 |
|
|
2018
Q1 | – | Sell |
-3,170
| Closed | -$226K | – | 97 |
|
|
2017
Q4 | $226K | Buy |
+3,170
| New | +$226K | 0.12% | 70 |
|