Ethic Inc’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 | $2.34M | Buy |
39,760
+3,240
| +9% | +$190K | 0.04% | 393 |
|
|
2025
Q1 | $2.15M | Buy |
36,520
+5,888
| +19% | +$346K | 0.04% | 394 |
|
|
2024
Q4 | $1.6M | Buy |
30,632
+13,991
| +84% | +$732K | 0.03% | 472 |
|
|
2024
Q3 | $726K | Sell |
16,641
-3,009
| -15% | -$131K | 0.02% | 663 |
|
|
2024
Q2 | $895K | Buy |
19,650
+3,009
| +18% | +$137K | 0.02% | 592 |
|
|
2024
Q1 | $726K | Buy |
16,641
+5,572
| +50% | +$243K | 0.02% | 663 |
|
|
2023
Q4 | $447K | Sell |
11,069
-3,475
| -24% | -$140K | 0.01% | 773 |
|
|
2023
Q3 | $612K | Buy |
14,544
+1,986
| +16% | +$83.5K | 0.02% | 614 |
|
|
2023
Q2 | $569K | Sell |
12,558
-345
| -3% | -$15.6K | 0.02% | 614 |
|
|
2023
Q1 | $576K | Buy |
12,903
+77
| +0.6% | +$3.44K | 0.02% | 610 |
|
|
2022
Q4 | $586K | Buy |
12,826
+577
| +5% | +$26.4K | 0.03% | 526 |
|
|
2022
Q3 | $495K | Buy |
12,249
+2,019
| +20% | +$81.6K | 0.03% | 498 |
|
|
2022
Q2 | $427K | Buy |
+10,230
| New | +$427K | 0.03% | 519 |
|