Financial Perspectives’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 | $473K | Buy |
8,071
+2
| +0% | +$117 | 0.14% | 91 |
|
2025
Q1 | $484K | Sell |
8,069
-164
| -2% | -$9.84K | 0.17% | 81 |
|
2024
Q4 | $431K | Buy |
8,233
+2
| +0% | +$105 | 0.14% | 89 |
|
2024
Q3 | $420K | Buy |
8,231
+2
| +0% | +$102 | 0.15% | 90 |
|
2024
Q2 | $375K | Buy |
8,229
+78
| +1% | +$3.55K | 0.14% | 90 |
|
2024
Q1 | $356K | Buy |
8,151
+3
| +0% | +$131 | 0.13% | 92 |
|
2023
Q4 | $329K | Buy |
8,148
+2
| +0% | +$81 | 0.13% | 95 |
|
2023
Q3 | $343K | Buy |
8,146
+2
| +0% | +$84 | 0.16% | 78 |
|
2023
Q2 | $369K | Buy |
8,144
+1
| +0% | +$45 | 0.16% | 82 |
|
2023
Q1 | $363K | Buy |
8,143
+2
| +0% | +$89 | 0.17% | 78 |
|
2022
Q4 | $372K | Buy |
8,141
+2
| +0% | +$91 | 0.19% | 73 |
|
2022
Q3 | $329K | Buy |
8,139
+2
| +0% | +$81 | 0.18% | 78 |
|
2022
Q2 | $340K | Buy |
8,137
+1
| +0% | +$42 | 0.19% | 73 |
|
2022
Q1 | $425K | Buy |
8,136
+2
| +0% | +$104 | 0.2% | 72 |
|
2021
Q4 | $385K | Buy |
8,134
+1
| +0% | +$47 | 0.18% | 72 |
|
2021
Q3 | $370K | Buy |
8,133
+2
| +0% | +$91 | 0.19% | 76 |
|
2021
Q2 | $388K | Sell |
8,131
-407,795
| -98% | -$19.4M | 0.19% | 80 |
|
2021
Q1 | $8.13M | Buy |
415,926
+407,798
| +5,017% | +$7.97M | 0.4% | 40 |
|
2020
Q4 | $333K | Buy |
8,128
+1
| +0% | +$41 | 0.19% | 79 |
|
2020
Q3 | $314K | Buy |
8,127
+2
| +0% | +$77 | 0.21% | 70 |
|
2020
Q2 | $319K | Buy |
8,125
+1
| +0% | +$39 | 0.23% | 65 |
|
2020
Q1 | $314K | Buy |
8,124
+1
| +0% | +$39 | 0.25% | 53 |
|
2019
Q4 | $405K | Buy |
+8,123
| New | +$405K | 0.28% | 47 |
|