Horst & Graben Wealth Management’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 | $791K | Buy |
13,493
+178
| +1% | +$10.4K | 0.13% | 84 |
|
|
2025
Q1 | $799K | Buy |
13,315
+300
| +2% | +$18K | 0.14% | 75 |
|
|
2024
Q4 | $681K | Buy |
13,015
+198
| +2% | +$10.4K | 0.12% | 78 |
|
|
2024
Q3 | $654K | Buy |
12,817
+201
| +2% | +$10.3K | 0.12% | 77 |
|
|
2024
Q2 | $575K | Sell |
12,616
-1,821
| -13% | -$83K | 0.11% | 79 |
|
|
2024
Q1 | $630K | Buy |
14,437
+264
| +2% | +$11.5K | 0.13% | 77 |
|
|
2023
Q4 | $572K | Sell |
14,173
-297
| -2% | -$12K | 0.13% | 73 |
|
|
2023
Q3 | $608K | Sell |
14,470
-525
| -4% | -$22.1K | 0.15% | 61 |
|
|
2023
Q2 | $679K | Sell |
14,995
-868
| -5% | -$39.3K | 0.16% | 61 |
|
|
2023
Q1 | $708K | Buy |
15,863
+775
| +5% | +$34.6K | 0.18% | 57 |
|
|
2022
Q4 | $690K | Buy |
15,088
+278
| +2% | +$12.7K | 0.18% | 63 |
|
|
2022
Q3 | $598K | Buy |
14,810
+276
| +2% | +$11.1K | 0.17% | 66 |
|
|
2022
Q2 | $607K | Buy |
14,534
+303
| +2% | +$12.7K | 0.16% | 66 |
|
|
2022
Q1 | $744K | Buy |
14,231
+221
| +2% | +$11.6K | 0.18% | 62 |
|
|
2021
Q4 | $664K | Sell |
14,010
-3,321
| -19% | -$157K | 0.17% | 66 |
|
|
2021
Q3 | $789K | Buy |
17,331
+127
| +0.7% | +$5.78K | 0.22% | 54 |
|
|
2021
Q2 | $820K | Buy |
17,204
+167
| +1% | +$7.96K | 0.23% | 55 |
|
|
2021
Q1 | $872K | Sell |
17,037
-232
| -1% | -$11.9K | 0.27% | 53 |
|
|
2020
Q4 | $708K | Sell |
17,269
-2,426
| -12% | -$99.5K | 0.24% | 51 |
|
|
2020
Q3 | $761K | Buy |
19,695
+338
| +2% | +$13.1K | 0.3% | 47 |
|
|
2020
Q2 | $760K | Sell |
19,357
-755
| -4% | -$29.6K | 0.33% | 40 |
|
|
2020
Q1 | $778K | Buy |
+20,112
| New | +$778K | 0.41% | 31 |
|