Envestnet Portfolio Solutions’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 | $16.9M | Buy |
288,324
+61,147
| +27% | +$3.59M | 0.06% | 149 |
|
|
2025
Q1 | $13.6M | Buy |
227,177
+112,743
| +99% | +$6.77M | 0.05% | 176 |
|
|
2024
Q4 | $5.98M | Sell |
114,434
-62,055
| -35% | -$3.24M | 0.02% | 356 |
|
|
2024
Q3 | $9.01M | Buy |
176,489
+69,120
| +64% | +$3.53M | 0.03% | 269 |
|
|
2024
Q2 | $4.89M | Buy |
107,369
+6,282
| +6% | +$286K | 0.02% | 376 |
|
|
2024
Q1 | $4.41M | Buy |
101,087
+63,701
| +170% | +$2.78M | 0.02% | 408 |
|
|
2023
Q4 | $1.51M | Sell |
37,386
-6,721
| -15% | -$271K | 0.01% | 678 |
|
|
2023
Q3 | $1.85M | Buy |
+44,107
| New | +$1.85M | 0.01% | 558 |
|