Guardian Wealth Advisors (North Carolina)’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 | $330K | Buy |
5,605
+350
| +7% | +$20.6K | 0.02% | 253 |
|
|
2025
Q1 | $315K | Buy |
5,255
+237
| +5% | +$14.2K | 0.03% | 245 |
|
|
2024
Q4 | $262K | Buy |
5,018
+1,043
| +26% | +$54.5K | 0.02% | 266 |
|
|
2024
Q3 | $203K | Buy |
+3,975
| New | +$203K | 0.02% | 265 |
|
|
2023
Q4 | – | Sell |
-5,081
| Closed | -$219K | – | 456 |
|
|
2023
Q3 | $219K | Sell |
5,081
-419
| -8% | -$18.1K | 0.04% | 223 |
|
|
2023
Q2 | $254K | Buy |
5,500
+404
| +8% | +$18.7K | 0.04% | 190 |
|
|
2023
Q1 | $232K | Sell |
5,096
-310
| -6% | -$14.1K | 0.04% | 195 |
|
|
2022
Q4 | $252K | Sell |
5,406
-7
| -0.1% | -$327 | 0.05% | 168 |
|
|
2022
Q3 | $224K | Buy |
+5,413
| New | +$224K | 0.04% | 169 |
|