Frisch Financial Group’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 | $275K | Sell |
4,616
-191
| -4% | -$11.4K | 0.07% | 115 |
|
|
2025
Q1 | $293K | Buy |
4,807
+366
| +8% | +$22.3K | 0.08% | 98 |
|
|
2024
Q4 | $232K | Sell |
4,441
-112
| -2% | -$5.85K | 0.07% | 115 |
|
|
2024
Q3 | $237K | Sell |
4,553
-462
| -9% | -$24K | 0.07% | 117 |
|
|
2024
Q2 | $228K | Sell |
5,015
-1,125
| -18% | -$51.1K | 0.07% | 121 |
|
|
2024
Q1 | $268K | Sell |
6,140
-154
| -2% | -$6.72K | 0.09% | 101 |
|
|
2023
Q4 | $254K | Sell |
6,294
-2,597
| -29% | -$105K | 0.1% | 102 |
|
|
2023
Q3 | $374K | Sell |
8,891
-1,500
| -14% | -$63.1K | 0.15% | 76 |
|
|
2023
Q2 | $471K | Buy |
10,391
+687
| +7% | +$31.1K | 0.23% | 65 |
|
|
2023
Q1 | $433K | Buy |
9,704
+1,781
| +22% | +$79.5K | 0.17% | 73 |
|
|
2022
Q4 | $362K | Buy |
7,923
+136
| +2% | +$6.21K | 0.14% | 88 |
|
|
2022
Q3 | $314K | Buy |
7,787
+570
| +8% | +$23K | 0.13% | 84 |
|
|
2022
Q2 | $301K | Sell |
7,217
-998
| -12% | -$41.6K | 0.12% | 88 |
|
|
2022
Q1 | $429K | Buy |
8,215
+909
| +12% | +$47.5K | 0.14% | 86 |
|
|
2021
Q4 | $346K | Buy |
7,306
+36
| +0.5% | +$1.71K | 0.11% | 110 |
|
|
2021
Q3 | $331K | Buy |
7,270
+210
| +3% | +$9.56K | 0.11% | 103 |
|
|
2021
Q2 | $337K | Buy |
7,060
+52
| +0.7% | +$2.48K | 0.11% | 106 |
|
|
2021
Q1 | $359K | Buy |
7,008
+137
| +2% | +$7.02K | 0.12% | 96 |
|
|
2020
Q4 | $282K | Buy |
6,871
+137
| +2% | +$5.62K | 0.1% | 98 |
|
|
2020
Q3 | $260K | Buy |
6,734
+134
| +2% | +$5.17K | 0.11% | 85 |
|
|
2020
Q2 | $259K | Buy |
6,600
+81
| +1% | +$3.18K | 0.12% | 79 |
|
|
2020
Q1 | $252K | Buy |
6,519
+53
| +0.8% | +$2.05K | 0.15% | 82 |
|
|
2019
Q4 | $323K | Buy |
+6,466
| New | +$323K | 0.15% | 80 |
|