Icon Wealth 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 | $2.13M | Sell |
36,372
-5,700
| -14% | -$334K | 0.15% | 110 |
|
|
2025
Q1 | $2.53M | Buy |
42,072
+7,227
| +21% | +$434K | 0.21% | 87 |
|
|
2024
Q4 | $1.82M | Buy |
34,845
+249
| +0.7% | +$13K | 0.15% | 103 |
|
|
2024
Q3 | $1.77M | Buy |
34,596
+209
| +0.6% | +$10.7K | 0.15% | 103 |
|
|
2024
Q2 | $1.69M | Buy |
34,387
+2,070
| +6% | +$101K | 0.15% | 106 |
|
|
2024
Q1 | $1.41M | Buy |
32,317
+22,731
| +237% | +$992K | 0.13% | 122 |
|
|
2023
Q4 | $387K | Buy |
+9,586
| New | +$387K | 0.04% | 226 |
|
|
2022
Q4 | $340K | Sell |
7,442
-21
| -0.3% | -$960 | 0.04% | 234 |
|
|
2022
Q3 | $301K | Buy |
+7,463
| New | +$301K | 0.04% | 244 |
|