GeoWealth 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 | $407K | Buy |
6,944
+1,034
| +17% | +$60.6K | 0.02% | 454 |
|
|
2025
Q1 | $355K | Sell |
5,910
-3,839
| -39% | -$230K | 0.01% | 501 |
|
|
2024
Q4 | $510K | Sell |
9,749
-903
| -8% | -$47.2K | 0.02% | 462 |
|
|
2024
Q3 | $544K | Buy |
10,652
+136
| +1% | +$6.94K | 0.02% | 451 |
|
|
2024
Q2 | $479K | Buy |
10,516
+2,535
| +32% | +$115K | 0.02% | 441 |
|
|
2024
Q1 | $348K | Buy |
7,981
+1,376
| +21% | +$60K | 0.01% | 531 |
|
|
2023
Q4 | $266K | Buy |
6,605
+6,549
| +11,695% | +$264K | 0.02% | 435 |
|
|
2023
Q3 | $2K | Buy |
56
+5
| +10% | +$179 | ﹤0.01% | 473 |
|
|
2023
Q2 | $2K | Sell |
51
-120
| -70% | -$4.71K | ﹤0.01% | 432 |
|
|
2023
Q1 | $7K | Buy |
+171
| New | +$7K | ﹤0.01% | 349 |
|
|
2019
Q4 | – | Sell |
-5,208
| Closed | -$213K | – | 163 |
|
|
2019
Q3 | $213K | Buy |
+5,208
| New | +$213K | 0.05% | 195 |
|