Diversify Advisory Services’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 | $5.14M | Buy |
77,878
+10,252
| +15% | +$677K | 0.2% | 84 |
|
2025
Q1 | $3.97M | Buy |
67,626
+3,582
| +6% | +$211K | 0.25% | 65 |
|
2024
Q4 | $3.26M | Sell |
64,044
-1,205
| -2% | -$61.3K | 0.18% | 78 |
|
2024
Q3 | $3.27M | Buy |
65,249
+5,414
| +9% | +$271K | 0.18% | 106 |
|
2024
Q2 | $2.79M | Sell |
59,835
-1,075
| -2% | -$50.2K | 0.15% | 118 |
|
2024
Q1 | $2.63M | Buy |
+60,910
| New | +$2.63M | 0.16% | 136 |
|