GoalVest Advisory’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 | $1.68M | Buy |
28,734
+815
| +3% | +$47.8K | 0.42% | 40 |
|
|
2025
Q1 | $1.68M | Buy |
27,919
+2,480
| +10% | +$149K | 0.46% | 42 |
|
|
2024
Q4 | $1.33M | Sell |
25,439
-1,339
| -5% | -$70K | 0.36% | 49 |
|
|
2024
Q3 | $1.37M | Buy |
26,778
+1,774
| +7% | +$90.5K | 0.39% | 46 |
|
|
2024
Q2 | $1.14M | Sell |
25,004
-1,212
| -5% | -$55.2K | 0.36% | 49 |
|
|
2024
Q1 | $1.14M | Buy |
26,216
+2,376
| +10% | +$104K | 0.38% | 52 |
|
|
2023
Q4 | $962K | Buy |
23,840
+2,349
| +11% | +$94.8K | 0.42% | 41 |
|
|
2023
Q3 | $904K | Buy |
21,491
+2,460
| +13% | +$103K | 0.45% | 41 |
|
|
2023
Q2 | $862K | Sell |
19,031
-5,719
| -23% | -$259K | 0.45% | 47 |
|
|
2023
Q1 | $1.1M | Buy |
24,750
+1,818
| +8% | +$81.1K | 0.65% | 42 |
|
|
2022
Q4 | $1.05M | Buy |
22,932
+1,708
| +8% | +$78.1K | 0.68% | 39 |
|
|
2022
Q3 | $857K | Sell |
21,224
-375
| -2% | -$15.1K | 0.6% | 48 |
|
|
2022
Q2 | $901K | Buy |
21,599
+17,153
| +386% | +$716K | 0.57% | 53 |
|
|
2022
Q1 | $232K | Buy |
+4,446
| New | +$232K | 0.13% | 106 |
|