Geneos Wealth 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 | $3.22M | Sell |
54,864
-31,086
| -36% | -$1.82M | 0.08% | 291 |
|
|
2025
Q1 | $6.5M | Buy |
85,950
+51,397
| +149% | +$3.88M | 0.09% | 258 |
|
|
2024
Q4 | $1.81M | Sell |
34,553
-2,949
| -8% | -$154K | 0.06% | 308 |
|
|
2024
Q3 | $1.91M | Buy |
37,502
+10,657
| +40% | +$544K | 0.07% | 293 |
|
|
2024
Q2 | $1.22M | Sell |
26,845
-373
| -1% | -$17K | 0.05% | 324 |
|
|
2024
Q1 | $1.19M | Buy |
27,218
+1,068
| +4% | +$46.6K | 0.05% | 324 |
|
|
2023
Q4 | $1.05M | Sell |
26,150
-17,179
| -40% | -$693K | 0.05% | 315 |
|
|
2023
Q3 | $1.82M | Sell |
43,329
-110
| -0.3% | -$4.63K | 0.09% | 227 |
|
|
2023
Q2 | $1.97M | Buy |
43,439
+9,731
| +29% | +$441K | 0.1% | 217 |
|
|
2023
Q1 | $1.5M | Sell |
33,708
-6,163
| -15% | -$275K | 0.09% | 239 |
|
|
2022
Q4 | $1.82M | Buy |
39,871
+1,483
| +4% | +$67.8K | 0.11% | 194 |
|
|
2022
Q3 | $1.55M | Sell |
38,388
-46,465
| -55% | -$1.88M | 0.11% | 194 |
|
|
2022
Q2 | $3.59M | Buy |
84,853
+2,863
| +3% | +$121K | 0.18% | 131 |
|
|
2022
Q1 | $4.28M | Sell |
81,990
-12,883
| -14% | -$673K | 0.18% | 132 |
|
|
2021
Q4 | $4.5M | Buy |
94,873
+3,078
| +3% | +$146K | 0.17% | 138 |
|
|
2021
Q3 | $4.21M | Buy |
91,795
+1,795
| +2% | +$82.3K | 0.16% | 149 |
|
|
2021
Q2 | $4.28M | Sell |
90,000
-7,353
| -8% | -$349K | 0.17% | 143 |
|
|
2021
Q1 | $4.66M | Sell |
97,353
-17,993
| -16% | -$861K | 0.13% | 184 |
|
|
2020
Q4 | $5.17M | Buy |
115,346
+37,928
| +49% | +$1.7M | 0.21% | 116 |
|
|
2020
Q3 | $2.96M | Sell |
77,418
-2,552
| -3% | -$97.6K | 0.15% | 151 |
|
|
2020
Q2 | $3.05M | Sell |
79,970
-13,949
| -15% | -$533K | 0.17% | 137 |
|
|
2020
Q1 | $3.44M | Sell |
93,919
-7,566
| -7% | -$277K | 0.23% | 101 |
|
|
2019
Q4 | $5.11M | Sell |
101,485
-8,317
| -8% | -$419K | 0.27% | 105 |
|
|
2019
Q3 | $4.43M | Buy |
109,802
+1,743
| +2% | +$70.3K | 0.26% | 101 |
|
|
2019
Q2 | $5.12M | Buy |
108,059
+2,594
| +2% | +$123K | 0.32% | 79 |
|
|
2019
Q1 | $6.06M | Buy |
105,465
+5,438
| +5% | +$312K | 0.4% | 57 |
|
|
2018
Q4 | $4.89M | Buy |
100,027
+75
| +0.1% | +$3.67K | 0.36% | 65 |
|
|
2018
Q3 | $6.03M | Sell |
99,952
-774
| -0.8% | -$46.7K | 0.4% | 53 |
|
|
2018
Q2 | $5.72M | Sell |
100,726
-7,957
| -7% | -$452K | 0.45% | 54 |
|
|
2018
Q1 | $6.77M | Sell |
108,683
-7,730
| -7% | -$482K | 0.59% | 39 |
|
|
2017
Q4 | $8.31M | Buy |
116,413
+644
| +0.6% | +$46K | 0.74% | 23 |
|
|
2017
Q3 | $7.34M | Buy |
115,769
+21,058
| +22% | +$1.34M | 0.73% | 25 |
|
|
2017
Q2 | $7.05M | Buy |
94,711
+1,235
| +1% | +$92K | 0.72% | 27 |
|
|
2017
Q1 | $6.68M | Buy |
93,476
+6,486
| +7% | +$463K | 0.69% | 29 |
|
|
2016
Q4 | $5.95M | Sell |
86,990
-115
| -0.1% | -$7.87K | 0.78% | 27 |
|
|
2016
Q3 | $5.51M | Buy |
87,105
+641
| +0.7% | +$40.5K | 0.74% | 29 |
|
|
2016
Q2 | $5.97M | Buy |
86,464
+1,116
| +1% | +$77K | 0.87% | 22 |
|
|
2016
Q1 | $5.38M | Buy |
+85,348
| New | +$5.38M | 0.82% | 25 |
|