Garde Capital’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 | $193K | Hold |
3,299
| – | – | 0.01% | 206 |
|
|
2025
Q1 | $198K | Sell |
3,299
-1,070
| -24% | -$64.2K | 0.01% | 204 |
|
|
2024
Q4 | $228K | Hold |
4,369
| – | – | 0.02% | 202 |
|
|
2024
Q3 | $223K | Hold |
4,369
| – | – | 0.01% | 199 |
|
|
2024
Q2 | $199K | Hold |
4,369
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $190K | Buy |
4,369
+549
| +14% | +$23.9K | 0.01% | 209 |
|
|
2023
Q4 | $154K | Sell |
3,820
-567
| -13% | -$22.9K | 0.01% | 234 |
|
|
2023
Q3 | $184K | Buy |
4,387
+30
| +0.7% | +$1.26K | 0.02% | 199 |
|
|
2023
Q2 | $197K | Sell |
4,357
-235
| -5% | -$10.6K | 0.02% | 216 |
|
|
2023
Q1 | $205K | Hold |
4,592
| – | – | 0.02% | 179 |
|
|
2022
Q4 | $210K | Hold |
4,592
| – | – | 0.03% | 172 |
|
|
2022
Q3 | $185K | Hold |
4,592
| – | – | 0.02% | 174 |
|
|
2022
Q2 | $192K | Hold |
4,592
| – | – | 0.02% | 186 |
|
|
2022
Q1 | $240K | Sell |
4,592
-959
| -17% | -$50.1K | 0.02% | 186 |
|
|
2021
Q4 | $263K | Buy |
5,551
+4
| +0.1% | +$190 | 0.03% | 182 |
|
|
2021
Q3 | $252K | Sell |
5,547
-213
| -4% | -$9.68K | 0.03% | 174 |
|
|
2021
Q2 | $275K | Buy |
5,760
+4
| +0.1% | +$191 | 0.03% | 170 |
|
|
2021
Q1 | $294K | Buy |
5,756
+36
| +0.6% | +$1.84K | 0.03% | 150 |
|
|
2020
Q4 | $234K | Buy |
5,720
+18
| +0.3% | +$736 | 0.03% | 166 |
|
|
2020
Q3 | $220K | Buy |
5,702
+248
| +5% | +$9.57K | 0.03% | 154 |
|
|
2020
Q2 | $214K | Buy |
5,454
+28
| +0.5% | +$1.1K | 0.03% | 136 |
|
|
2020
Q1 | $210K | Hold |
5,426
| – | – | 0.04% | 118 |
|
|
2019
Q4 | $271K | Hold |
5,426
| – | – | 0.04% | 115 |
|
|
2019
Q3 | $222K | Sell |
5,426
-1,200
| -18% | -$49.1K | 0.03% | 129 |
|
|
2019
Q2 | $314K | Hold |
6,626
| – | – | 0.05% | 111 |
|
|
2019
Q1 | $381K | Sell |
6,626
-1,294
| -16% | -$74.4K | 0.07% | 103 |
|
|
2018
Q4 | $391K | Buy |
7,920
+400
| +5% | +$19.7K | 0.07% | 125 |
|
|
2018
Q3 | $431K | Buy |
7,520
+1,000
| +15% | +$57.3K | 0.07% | 125 |
|
|
2018
Q2 | $370K | Sell |
6,520
-1,071
| -14% | -$60.8K | 0.06% | 131 |
|
|
2018
Q1 | $473K | Buy |
7,591
+2,700
| +55% | +$168K | 0.09% | 107 |
|
|
2017
Q4 | $349K | Sell |
4,891
-1,500
| -23% | -$107K | 0.07% | 130 |
|
|
2017
Q3 | $405K | Buy |
6,391
+1,450
| +29% | +$91.9K | 0.08% | 117 |
|
|
2017
Q2 | $368K | Buy |
4,941
+50
| +1% | +$3.72K | 0.09% | 85 |
|
|
2017
Q1 | $349K | Hold |
4,891
| – | – | 0.09% | 78 |
|
|
2016
Q4 | $331K | Hold |
4,891
| – | – | 0.1% | 81 |
|
|
2016
Q3 | $266K | Hold |
4,891
| – | – | 0.09% | 122 |
|
|
2016
Q2 | $337K | Sell |
4,891
-36
| -0.7% | -$2.48K | 0.11% | 76 |
|
|
2016
Q1 | $309K | Buy |
4,927
+36
| +0.7% | +$2.26K | 0.1% | 78 |
|
|
2015
Q4 | $285K | Hold |
4,891
| – | – | 0.1% | 79 |
|
|
2015
Q3 | $266K | Sell |
4,891
-9
| -0.2% | -$489 | 0.09% | 122 |
|
|
2015
Q2 | $240K | Sell |
4,900
-99
| -2% | -$4.85K | 0.07% | 128 |
|
|
2015
Q1 | $250K | Hold |
4,999
| – | – | 0.08% | 128 |
|
|
2014
Q4 | $246K | Hold |
4,999
| – | – | 0.08% | 126 |
|
|
2014
Q3 | $230K | Hold |
4,999
| – | – | 0.09% | 94 |
|
|
2014
Q2 | $210K | Buy |
+4,999
| New | +$210K | 0.08% | 91 |
|