ERTS Wealth 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 | $244K | Buy |
4,154
+182
| +5% | +$10.7K | 0.08% | 27 |
|
|
2025
Q1 | $238K | Buy |
+3,972
| New | +$238K | 0.05% | 75 |
|
|
2022
Q1 | – | Sell |
-4,462
| Closed | -$212K | – | 93 |
|
|
2021
Q4 | $212K | Buy |
4,462
+9
| +0.2% | +$428 | 0.05% | 82 |
|
|
2021
Q3 | $203K | Buy |
4,453
+100
| +2% | +$4.56K | 0.05% | 83 |
|
|
2021
Q2 | $208K | Buy |
4,353
+1
| +0% | +$48 | 0.06% | 87 |
|
|
2021
Q1 | $223K | Buy |
+4,352
| New | +$223K | 0.07% | 80 |
|
|
2020
Q1 | – | Sell |
-4,042
| Closed | -$202K | – | 90 |
|
|
2019
Q4 | $202K | Buy |
+4,042
| New | +$202K | 0.09% | 82 |
|
|
2019
Q1 | – | Sell |
-2,212
| Closed | -$109K | – | 228 |
|
|
2018
Q4 | $109K | Buy |
+2,212
| New | +$109K | 0.08% | 112 |
|