Droms Strauss 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
Q1 | – | Sell |
-5,176
| Closed | -$271K | – | 69 |
|
|
2024
Q4 | $271K | Sell |
5,176
-2,588
| -33% | -$135K | 0.09% | 57 |
|
|
2024
Q3 | $396K | Hold |
7,764
| – | – | 0.14% | 49 |
|
|
2024
Q2 | $354K | Sell |
7,764
-2,588
| -25% | -$118K | 0.13% | 48 |
|
|
2024
Q1 | $452K | Sell |
10,352
-3
| -0% | -$131 | 0.17% | 46 |
|
|
2023
Q4 | $418K | Hold |
10,355
| – | – | 0.16% | 48 |
|
|
2023
Q3 | $435K | Hold |
10,355
| – | – | 0.19% | 44 |
|
|
2023
Q2 | $476K | Hold |
10,355
| – | – | 0.2% | 43 |
|
|
2023
Q1 | $462K | Hold |
10,355
| – | – | 0.21% | 43 |
|
|
2022
Q4 | $473K | Sell |
10,355
-26
| -0.3% | -$1.19K | 0.22% | 44 |
|
|
2022
Q3 | $419K | Buy |
+10,381
| New | +$419K | 0.21% | 44 |
|