Golden State Equity Partners’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 | $697K | Buy |
11,887
+252
| +2% | +$14.8K | 0.13% | 194 |
|
|
2025
Q1 | $698K | Buy |
11,635
+549
| +5% | +$33K | 0.14% | 182 |
|
|
2024
Q4 | $580K | Buy |
11,086
+10,476
| +1,717% | +$548K | 0.11% | 207 |
|
|
2024
Q3 | $31.1K | Sell |
610
-10,248
| -94% | -$523K | 0.02% | 455 |
|
|
2024
Q2 | $495K | Buy |
+10,858
| New | +$495K | 0.1% | 218 |
|
|
2023
Q4 | $436K | Buy |
10,802
+808
| +8% | +$32.6K | 0.11% | 211 |
|
|
2023
Q3 | $420K | Sell |
9,994
-70
| -0.7% | -$2.94K | 0.12% | 189 |
|
|
2023
Q2 | $456K | Buy |
+10,064
| New | +$456K | 0.13% | 196 |
|