IAM Advisory’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 | $232K | Buy |
3,952
+7
| +0.2% | +$410 | 0.06% | 91 |
|
|
2025
Q1 | $237K | Buy |
3,945
+8
| +0.2% | +$480 | 0.06% | 95 |
|
|
2024
Q4 | $206K | Buy |
3,937
+8
| +0.2% | +$418 | 0.05% | 100 |
|
|
2024
Q3 | $201K | Buy |
+3,929
| New | +$201K | 0.05% | 102 |
|
|
2022
Q4 | – | Sell |
-6,607
| Closed | -$267K | – | 86 |
|
|
2022
Q3 | $267K | Buy |
6,607
+10
| +0.2% | +$404 | 0.11% | 66 |
|
|
2022
Q2 | $276K | Buy |
6,597
+7
| +0.1% | +$293 | 0.11% | 68 |
|
|
2022
Q1 | $344K | Buy |
+6,590
| New | +$344K | 0.14% | 64 |
|
|
2021
Q2 | – | Sell |
-6,565
| Closed | -$318K | – | 77 |
|
|
2021
Q1 | $318K | Buy |
6,565
+7
| +0.1% | +$339 | 0.14% | 56 |
|
|
2020
Q4 | $275K | Buy |
+6,558
| New | +$275K | 0.14% | 57 |
|