Glass Jacobson Investment Advisors’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 | – | Sell |
-1,828
| Closed | -$95.6K | – | 730 |
|
|
2025
Q1 | $95.6K | Hold |
1,828
| – | – | 0.03% | 304 |
|
|
2024
Q4 | $95.6K | Buy |
1,828
+5
| +0.3% | +$262 | 0.03% | 304 |
|
|
2024
Q3 | $93.1K | Sell |
1,823
-178
| -9% | -$9.09K | 0.03% | 289 |
|
|
2024
Q2 | $91.2K | Buy |
2,001
+188
| +10% | +$8.56K | 0.03% | 281 |
|
|
2024
Q1 | $79.1K | Sell |
1,813
-94
| -5% | -$4.1K | 0.03% | 299 |
|
|
2023
Q4 | $76.9K | Sell |
1,907
-39
| -2% | -$1.57K | 0.03% | 292 |
|
|
2023
Q3 | $81.8K | Sell |
1,946
-553
| -22% | -$23.3K | 0.04% | 278 |
|
|
2023
Q2 | $113K | Buy |
+2,499
| New | +$113K | 0.05% | 245 |
|
|
2022
Q4 | $169K | Buy |
+3,698
| New | +$169K | 0.08% | 207 |
|