Herold 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 | $710K | Buy |
12,103
+435
| +4% | +$25.5K | 0.15% | 150 |
|
|
2025
Q1 | $700K | Buy |
11,668
+159
| +1% | +$9.55K | 0.15% | 150 |
|
|
2024
Q4 | $602K | Buy |
11,509
+142
| +1% | +$7.43K | 0.13% | 168 |
|
|
2024
Q3 | $580K | Buy |
11,367
+171
| +2% | +$8.73K | 0.13% | 177 |
|
|
2024
Q2 | $510K | Buy |
11,196
+125
| +1% | +$5.7K | 0.12% | 176 |
|
|
2024
Q1 | $483K | Sell |
11,071
-292
| -3% | -$12.7K | 0.12% | 183 |
|
|
2023
Q4 | $458K | Sell |
11,363
-2,135
| -16% | -$86.1K | 0.13% | 167 |
|
|
2023
Q3 | $568K | Buy |
13,498
+5,241
| +63% | +$220K | 0.17% | 144 |
|
|
2023
Q2 | $374K | Sell |
8,257
-201
| -2% | -$9.11K | 0.11% | 179 |
|
|
2023
Q1 | $377K | Buy |
8,458
+430
| +5% | +$19.2K | 0.13% | 160 |
|
|
2022
Q4 | $367K | Buy |
8,028
+1,273
| +19% | +$58.2K | 0.16% | 139 |
|
|
2022
Q3 | $272K | Hold |
6,755
| – | – | 0.13% | 154 |
|
|
2022
Q2 | $282K | Hold |
6,755
| – | – | 0.13% | 159 |
|
|
2022
Q1 | $353K | Buy |
6,755
+1,510
| +29% | +$78.9K | 0.13% | 148 |
|
|
2021
Q4 | $248K | Hold |
5,245
| – | – | 0.1% | 178 |
|
|
2021
Q3 | $238K | Buy |
+5,245
| New | +$238K | 0.09% | 177 |
|