IFS 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 | $13.3K | Sell |
227
-750
| -77% | -$44K | 0.01% | 74 |
|
|
2025
Q1 | $58.6K | Hold |
977
| – | – | 0.05% | 42 |
|
|
2024
Q4 | $51.1K | Buy |
977
+750
| +330% | +$39.2K | 0.04% | 41 |
|
|
2024
Q3 | $11.6K | Hold |
227
| – | – | 0.01% | 62 |
|
|
2024
Q2 | $10.3K | Hold |
227
| – | – | 0.01% | 65 |
|
|
2024
Q1 | $9.9K | Hold |
227
| – | – | 0.01% | 68 |
|
|
2023
Q4 | $9.16K | Hold |
227
| – | – | 0.01% | 64 |
|
|
2023
Q3 | $9.55K | Hold |
227
| – | – | 0.02% | 63 |
|
|
2023
Q2 | $10.3K | Hold |
227
| – | – | 0.03% | 60 |
|
|
2023
Q1 | $10.1K | Hold |
227
| – | – | 0.04% | 51 |
|
|
2022
Q4 | $10.4K | Hold |
227
| – | – | 0.02% | 53 |
|
|
2022
Q3 | $9K | Hold |
227
| – | – | 0.02% | 49 |
|
|
2022
Q2 | $9K | Hold |
227
| – | – | 0.02% | 50 |
|
|
2022
Q1 | $11K | Hold |
227
| – | – | 0.01% | 56 |
|
|
2021
Q4 | $10K | Buy |
+227
| New | +$10K | 0.01% | 67 |
|
|
2021
Q1 | – | Sell |
-227
| Closed | -$9K | – | 101 |
|
|
2020
Q4 | $9K | Buy |
+227
| New | +$9K | 0.01% | 107 |
|