Disciplined Equity 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 | $2.49M | Buy |
42,395
+3,400
| +9% | +$199K | 1.46% | 6 |
|
|
2025
Q1 | $2.34M | Sell |
38,995
-3,940
| -9% | -$236K | 1.63% | 6 |
|
|
2024
Q4 | $2.25M | Buy |
42,935
+130
| +0.3% | +$6.8K | 1.45% | 7 |
|
|
2024
Q3 | $2.18M | Sell |
42,805
-1,070
| -2% | -$54.6K | 1.38% | 9 |
|
|
2024
Q2 | $2M | Buy |
43,875
+190
| +0.4% | +$8.66K | 1.32% | 9 |
|
|
2024
Q1 | $1.91M | Buy |
43,685
+2,260
| +5% | +$98.6K | 1.27% | 12 |
|
|
2023
Q4 | $1.67M | Buy |
41,425
+770
| +2% | +$31.1K | 1.15% | 12 |
|
|
2023
Q3 | $1.71M | Hold |
40,655
| – | – | 1.43% | 10 |
|
|
2023
Q2 | $1.84M | Sell |
40,655
-180
| -0.4% | -$8.15K | 1.5% | 7 |
|
|
2023
Q1 | $1.82M | Buy |
40,835
+30
| +0.1% | +$1.34K | 1.54% | 9 |
|
|
2022
Q4 | $1.87M | Buy |
40,805
+2,590
| +7% | +$118K | 1.65% | 8 |
|
|
2022
Q3 | $1.54M | Buy |
38,215
+1,670
| +5% | +$67.4K | 1.52% | 10 |
|
|
2022
Q2 | $1.53M | Buy |
36,545
+775
| +2% | +$32.4K | 1.38% | 13 |
|
|
2022
Q1 | $1.87M | Sell |
35,770
-370
| -1% | -$19.3K | 1.87% | 8 |
|
|
2021
Q4 | $1.71M | Buy |
+36,140
| New | +$1.71M | 1.65% | 14 |
|