Gries Financial’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 | $608K | Buy |
10,365
+1,708
| +20% | +$100K | 0.11% | 153 |
|
|
2025
Q1 | $520K | Sell |
8,657
-331
| -4% | -$19.9K | 0.1% | 159 |
|
|
2024
Q4 | $470K | Sell |
8,988
-141
| -2% | -$7.37K | 0.08% | 169 |
|
|
2024
Q3 | $466K | Buy |
9,129
+194
| +2% | +$9.9K | 0.09% | 166 |
|
|
2024
Q2 | $407K | Buy |
8,935
+2,752
| +45% | +$125K | 0.08% | 158 |
|
|
2024
Q1 | $270K | Sell |
6,183
-1,089
| -15% | -$47.5K | 0.05% | 231 |
|
|
2023
Q4 | $293K | Buy |
7,272
+646
| +10% | +$26.1K | 0.06% | 172 |
|
|
2023
Q3 | $279K | Buy |
6,626
+1,011
| +18% | +$42.5K | 0.08% | 160 |
|
|
2023
Q2 | $254K | Buy |
5,615
+510
| +10% | +$23.1K | 0.07% | 147 |
|
|
2023
Q1 | $228K | Hold |
5,105
| – | – | 0.07% | 158 |
|
|
2022
Q4 | $233K | Buy |
5,105
+100
| +2% | +$4.56K | 0.08% | 143 |
|
|
2022
Q3 | $202K | Hold |
5,005
| – | – | 0.09% | 142 |
|
|
2022
Q2 | $209K | Hold |
5,005
| – | – | 0.1% | 118 |
|
|
2022
Q1 | $262K | Hold |
5,005
| – | – | 0.1% | 139 |
|
|
2021
Q4 | $237K | Hold |
5,005
| – | – | 0.1% | 145 |
|
|
2021
Q3 | $228K | Sell |
5,005
-4,229
| -46% | -$193K | 0.07% | 151 |
|
|
2021
Q2 | $434K | Sell |
9,234
-33
| -0.4% | -$1.55K | 0.14% | 109 |
|
|
2021
Q1 | $464K | Buy |
+9,267
| New | +$464K | 0.15% | 110 |
|