Evoke Wealth’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 | $220K | Buy |
+3,659
| New | +$220K | 0.01% | 532 |
|
|
2025
Q1 | – | Sell |
-8,701
| Closed | -$464K | – | 458 |
|
|
2024
Q4 | $464K | Buy |
8,701
+69
| +0.8% | +$3.68K | 0.01% | 274 |
|
|
2024
Q3 | $449K | Buy |
+8,632
| New | +$449K | 0.01% | 269 |
|
|
2024
Q2 | – | Sell |
-7,915
| Closed | -$353K | – | 279 |
|
|
2024
Q1 | $353K | Buy |
+7,915
| New | +$353K | 0.01% | 305 |
|
|
2023
Q4 | – | Sell |
-7,649
| Closed | -$329K | – | 249 |
|
|
2023
Q3 | $329K | Buy |
7,649
+148
| +2% | +$6.37K | 0.01% | 283 |
|
|
2023
Q2 | $347K | Buy |
7,501
+449
| +6% | +$20.8K | 0.01% | 263 |
|
|
2023
Q1 | $321K | Sell |
7,052
-457
| -6% | -$20.8K | 0.01% | 267 |
|
|
2022
Q4 | $350K | Buy |
7,509
+455
| +6% | +$21.2K | 0.01% | 259 |
|
|
2022
Q3 | $291K | Buy |
7,054
+112
| +2% | +$4.62K | 0.01% | 267 |
|
|
2022
Q2 | $296K | Sell |
6,942
-248
| -3% | -$10.6K | 0.01% | 267 |
|
|
2022
Q1 | $382K | Sell |
7,190
-799
| -10% | -$42.5K | 0.01% | 257 |
|
|
2021
Q4 | $386K | Sell |
7,989
-1,491
| -16% | -$72K | 0.01% | 264 |
|
|
2021
Q3 | $440K | Buy |
9,480
+47
| +0.5% | +$2.18K | 0.02% | 245 |
|
|
2021
Q2 | $458K | Buy |
9,433
+6,329
| +204% | +$307K | 0.02% | 247 |
|
|
2021
Q1 | $161K | Buy |
3,104
+1,443
| +87% | +$74.8K | 0.01% | 327 |
|
|
2020
Q4 | $70K | Sell |
1,661
-915
| -36% | -$38.6K | ﹤0.01% | 333 |
|
|
2020
Q3 | $102K | Sell |
2,576
-59
| -2% | -$2.34K | 0.01% | 281 |
|
|
2020
Q2 | $106K | Sell |
2,635
-1,245
| -32% | -$50.1K | 0.01% | 267 |
|
|
2020
Q1 | $153K | Sell |
3,880
-1,698
| -30% | -$66.9K | 0.02% | 212 |
|
|
2019
Q4 | $283K | Sell |
5,578
-2,663
| -32% | -$135K | 0.04% | 179 |
|
|
2019
Q3 | $342K | Buy |
+8,241
| New | +$342K | 0.04% | 183 |
|