Forum Financial Management’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 | $1.29M | Buy |
21,946
+1,139
| +5% | +$66.8K | 0.02% | 178 |
|
|
2025
Q1 | $1.25M | Sell |
20,807
-739
| -3% | -$44.4K | 0.02% | 173 |
|
|
2024
Q4 | $1.13M | Buy |
21,546
+5,449
| +34% | +$285K | 0.02% | 189 |
|
|
2024
Q3 | $822K | Buy |
16,097
+2,730
| +20% | +$139K | 0.01% | 217 |
|
|
2024
Q2 | $609K | Buy |
13,367
+2,473
| +23% | +$113K | 0.01% | 254 |
|
|
2024
Q1 | $475K | Sell |
10,894
-1,763
| -14% | -$76.9K | 0.01% | 340 |
|
|
2023
Q4 | $511K | Sell |
12,657
-618
| -5% | -$24.9K | 0.01% | 284 |
|
|
2023
Q3 | $558K | Buy |
13,275
+1,849
| +16% | +$77.8K | 0.01% | 256 |
|
|
2023
Q2 | $518K | Buy |
11,426
+723
| +7% | +$32.8K | 0.01% | 285 |
|
|
2023
Q1 | $478K | Sell |
10,703
-634
| -6% | -$28.3K | 0.01% | 274 |
|
|
2022
Q4 | $518K | Buy |
11,337
+35
| +0.3% | +$1.6K | 0.02% | 247 |
|
|
2022
Q3 | $456K | Sell |
11,302
-1,799
| -14% | -$72.6K | 0.02% | 235 |
|
|
2022
Q2 | $547K | Buy |
13,101
+2,455
| +23% | +$103K | 0.03% | 212 |
|
|
2022
Q1 | $556K | Buy |
10,646
+7
| +0.1% | +$366 | 0.03% | 221 |
|
|
2021
Q4 | $504K | Buy |
+10,639
| New | +$504K | 0.03% | 247 |
|