Detalus Advisors’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Hold
2025
Q2
$255K Hold
2025
Q1
$261K Hold
2024
Q4
$227K Hold
2024
Q3
$222K Buy
2023
Q3
Sell
2023
Q2
$214K Sell
2023
Q1
$215K Buy
2022
Q4
$219K Buy
2021
Q3
Sell
2021
Q2
$203K Sell
2021
Q1
$241K Buy
2020
Q3
Sell
2020
Q2
$222K Sell
2020
Q1
$221K Sell
2019
Q4
$338K Buy