Elevation Wealth Partners’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 | $16K | Hold |
273
| – | – | 0.01% | 332 |
|
|
2025
Q1 | $16.4K | Hold |
273
| – | – | 0.01% | 325 |
|
|
2024
Q4 | $14.3K | Hold |
273
| – | – | 0.01% | 339 |
|
|
2024
Q3 | $13.9K | Hold |
273
| – | – | 0.01% | 328 |
|
|
2024
Q2 | $12.4K | Sell |
273
-424
| -61% | -$19.3K | 0.01% | 329 |
|
|
2024
Q1 | $30.4K | Buy |
697
+20
| +3% | +$872 | 0.02% | 268 |
|
|
2023
Q4 | $28.5K | Buy |
677
+273
| +68% | +$11.5K | 0.02% | 254 |
|
|
2023
Q3 | $17K | Buy |
404
+8
| +2% | +$337 | 0.01% | 217 |
|
|
2023
Q2 | $17.9K | Buy |
396
+7
| +2% | +$317 | 0.02% | 222 |
|
|
2023
Q1 | $17.3K | Buy |
+389
| New | +$17.3K | 0.02% | 233 |
|