Element Wealth’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 | $268K | Buy |
4,565
+33
| +0.7% | +$1.94K | 0.12% | 143 |
|
|
2025
Q1 | $272K | Buy |
4,532
+37
| +0.8% | +$2.22K | 0.15% | 124 |
|
|
2024
Q4 | $235K | Sell |
4,495
-103
| -2% | -$5.39K | 0.12% | 129 |
|
|
2024
Q3 | $235K | Buy |
4,598
+192
| +4% | +$9.8K | 0.12% | 133 |
|
|
2024
Q2 | $201K | Buy |
+4,406
| New | +$201K | 0.11% | 138 |
|
|
2023
Q4 | – | Sell |
-4,901
| Closed | -$206K | – | 264 |
|
|
2023
Q3 | $206K | Buy |
4,901
+40
| +0.8% | +$1.68K | 0.15% | 117 |
|
|
2023
Q2 | $220K | Sell |
4,861
-129
| -3% | -$5.85K | 0.15% | 111 |
|
|
2023
Q1 | $223K | Buy |
4,990
+17
| +0.3% | +$759 | 0.17% | 110 |
|
|
2022
Q4 | $227K | Sell |
4,973
-269
| -5% | -$12.3K | 0.19% | 103 |
|
|
2022
Q3 | $212K | Buy |
5,242
+68
| +1% | +$2.75K | 0.2% | 94 |
|
|
2022
Q2 | $216K | Buy |
5,174
+57
| +1% | +$2.38K | 0.22% | 96 |
|
|
2022
Q1 | $267K | Sell |
5,117
-1,865
| -27% | -$97.3K | 0.22% | 88 |
|
|
2021
Q4 | $331K | Buy |
6,982
+161
| +2% | +$7.63K | 0.25% | 71 |
|
|
2021
Q3 | $310K | Buy |
6,821
+157
| +2% | +$7.14K | 0.25% | 72 |
|
|
2021
Q2 | $318K | Buy |
6,664
+139
| +2% | +$6.63K | 0.25% | 71 |
|
|
2021
Q1 | $334K | Buy |
6,525
+225
| +4% | +$11.5K | 0.28% | 65 |
|
|
2020
Q4 | $258K | Buy |
6,300
+186
| +3% | +$7.62K | 0.24% | 75 |
|
|
2020
Q3 | $236K | Buy |
6,114
+64
| +1% | +$2.47K | 0.25% | 76 |
|
|
2020
Q2 | $237K | Buy |
6,050
+396
| +7% | +$15.5K | 0.27% | 68 |
|
|
2020
Q1 | $219K | Buy |
5,654
+974
| +21% | +$37.7K | 0.3% | 63 |
|
|
2019
Q4 | $234K | Buy |
+4,680
| New | +$234K | 0.24% | 62 |
|