Ervin Investment Management’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 | $320K | Sell |
5,451
-249
| -4% | -$14.6K | 0.2% | 34 |
|
|
2025
Q1 | $342K | Hold |
5,700
| – | – | 0.23% | 34 |
|
|
2024
Q4 | $298K | Hold |
5,700
| – | – | 0.19% | 35 |
|
|
2024
Q3 | $291K | Hold |
5,700
| – | – | 0.19% | 36 |
|
|
2024
Q2 | $260K | Hold |
5,700
| – | – | 0.18% | 34 |
|
|
2024
Q1 | $249K | Hold |
5,700
| – | – | 0.17% | 36 |
|
|
2023
Q4 | $230K | Sell |
5,700
-100
| -2% | -$4.03K | 0.18% | 35 |
|
|
2023
Q3 | $244K | Sell |
5,800
-300
| -5% | -$12.6K | 0.2% | 34 |
|
|
2023
Q2 | $276K | Hold |
6,100
| – | – | 0.22% | 33 |
|
|
2023
Q1 | $271K | Sell |
6,100
-50
| -0.8% | -$2.23K | 0.24% | 34 |
|
|
2022
Q4 | $281K | Sell |
6,150
-250
| -4% | -$11.4K | 0.26% | 32 |
|
|
2022
Q3 | $258K | Hold |
6,400
| – | – | 0.26% | 33 |
|
|
2022
Q2 | $267K | Sell |
6,400
-148
| -2% | -$6.17K | 0.25% | 32 |
|
|
2022
Q1 | $341K | Sell |
6,548
-75
| -1% | -$3.91K | 0.26% | 30 |
|
|
2021
Q4 | $314K | Buy |
+6,623
| New | +$314K | 0.25% | 28 |
|