Fortis Capital 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 | $304K | Sell |
5,190
-198
| -4% | -$11.6K | 0.05% | 200 |
|
|
2025
Q1 | $323K | Buy |
+5,388
| New | +$323K | 0.07% | 196 |
|
|
2024
Q4 | – | Sell |
-3,929
| Closed | -$201K | – | 183 |
|
|
2024
Q3 | $201K | Buy |
+3,929
| New | +$201K | 0.07% | 171 |
|
|
2024
Q1 | – | Sell |
-8,765
| Closed | -$354K | – | 169 |
|
|
2023
Q4 | $354K | Hold |
8,765
| – | – | 0.19% | 76 |
|
|
2023
Q3 | $369K | Sell |
8,765
-273
| -3% | -$11.5K | 0.24% | 62 |
|
|
2023
Q2 | $409K | Sell |
9,038
-22,473
| -71% | -$1.02M | 0.24% | 56 |
|
|
2023
Q1 | $1.41M | Buy |
31,511
+24,646
| +359% | +$1.1M | 0.75% | 26 |
|
|
2022
Q4 | $314K | Buy |
+6,865
| New | +$314K | 0.19% | 73 |
|