Edgemoor Investment 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
Q2 | $330K | Hold |
5,626
| – | – | 0.03% | 136 |
|
|
2025
Q1 | $338K | Hold |
5,626
| – | – | 0.03% | 130 |
|
|
2024
Q4 | $294K | Hold |
5,626
| – | – | 0.03% | 137 |
|
|
2024
Q3 | $287K | Hold |
5,626
| – | – | 0.03% | 139 |
|
|
2024
Q2 | $256K | Sell |
5,626
-151
| -3% | -$6.88K | 0.02% | 141 |
|
|
2024
Q1 | $252K | Buy |
5,777
+41
| +0.7% | +$1.79K | 0.02% | 147 |
|
|
2023
Q4 | $231K | Sell |
5,736
-569
| -9% | -$23K | 0.02% | 150 |
|
|
2023
Q3 | $265K | Hold |
6,305
| – | – | 0.03% | 137 |
|
|
2023
Q2 | $286K | Sell |
6,305
-298
| -5% | -$13.5K | 0.03% | 131 |
|
|
2023
Q1 | $295K | Buy |
6,603
+3
| +0% | +$134 | 0.04% | 128 |
|
|
2022
Q4 | $302K | Buy |
6,600
+3
| +0% | +$137 | 0.04% | 135 |
|
|
2022
Q3 | $266K | Buy |
6,597
+3
| +0% | +$121 | 0.04% | 121 |
|
|
2022
Q2 | $275K | Buy |
6,594
+89
| +1% | +$3.71K | 0.03% | 130 |
|
|
2022
Q1 | $340K | Sell |
6,505
-1,191
| -15% | -$62.3K | 0.04% | 127 |
|
|
2021
Q4 | $365K | Buy |
7,696
+2,460
| +47% | +$117K | 0.04% | 113 |
|
|
2021
Q3 | $238K | Hold |
5,236
| – | – | 0.03% | 121 |
|
|
2021
Q2 | $250K | Hold |
5,236
| – | – | 0.02% | 125 |
|
|
2021
Q1 | $268K | Hold |
5,236
| – | – | 0.03% | 114 |
|
|
2020
Q4 | $215K | Sell |
5,236
-600
| -10% | -$24.6K | 0.02% | 124 |
|
|
2020
Q3 | $226K | Buy |
+5,836
| New | +$226K | 0.03% | 116 |
|