Everpar 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 | $335K | Buy |
5,708
+654
| +13% | +$38.3K | 0.15% | 181 |
|
2025
Q1 | $303K | Buy |
5,054
+309
| +7% | +$18.5K | 0.16% | 181 |
|
2024
Q4 | $248K | Buy |
4,745
+271
| +6% | +$14.2K | 0.13% | 228 |
|
2024
Q3 | $228K | Sell |
4,474
-37
| -0.8% | -$1.89K | 0.12% | 227 |
|
2024
Q2 | $205K | Buy |
+4,511
| New | +$205K | 0.1% | 251 |
|