Inlet Private Wealth’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 | $7.77M | Sell |
132,512
-100
| -0.1% | -$5.86K | 1.91% | 15 |
|
|
2025
Q1 | $7.96M | Buy |
132,612
+2,713
| +2% | +$163K | 2.07% | 9 |
|
|
2024
Q4 | $6.79M | Sell |
129,899
-2,934
| -2% | -$153K | 1.8% | 13 |
|
|
2024
Q3 | $6.78M | Sell |
132,833
-1,200
| -0.9% | -$61.2K | 1.72% | 17 |
|
|
2024
Q2 | $6.11M | Sell |
134,033
-166
| -0.1% | -$7.56K | 1.67% | 16 |
|
|
2024
Q1 | $5.85M | Sell |
134,199
-6,450
| -5% | -$281K | 1.64% | 22 |
|
|
2023
Q4 | $5.67M | Sell |
140,649
-4,045
| -3% | -$163K | 1.74% | 17 |
|
|
2023
Q3 | $6.08M | Sell |
144,694
-78,352
| -35% | -$3.29M | 2% | 11 |
|
|
2023
Q2 | $10.1M | Sell |
223,046
-8,150
| -4% | -$369K | 2.55% | 5 |
|
|
2023
Q1 | $10.3M | Buy |
231,196
+4,810
| +2% | +$215K | 2.68% | 5 |
|
|
2022
Q4 | $10.3M | Buy |
226,386
+8,597
| +4% | +$393K | 2.66% | 5 |
|
|
2022
Q3 | $8.79M | Buy |
217,789
+7,795
| +4% | +$315K | 2.62% | 6 |
|
|
2022
Q2 | $8.77M | Buy |
209,994
+3,093
| +1% | +$129K | 2.5% | 6 |
|
|
2022
Q1 | $10.8M | Buy |
206,901
+6,572
| +3% | +$343K | 2.7% | 5 |
|
|
2021
Q4 | $9.49M | Buy |
200,329
+12,950
| +7% | +$614K | 2.3% | 9 |
|
|
2021
Q3 | $8.53M | Buy |
187,379
+7,093
| +4% | +$323K | 2.29% | 8 |
|
|
2021
Q2 | $8.6M | Sell |
180,286
-3,009
| -2% | -$143K | 2.25% | 8 |
|
|
2021
Q1 | $9.38M | Sell |
183,295
-3,400
| -2% | -$174K | 2.68% | 5 |
|
|
2020
Q4 | $7.65M | Buy |
186,695
+39,500
| +27% | +$1.62M | 2.5% | 7 |
|
|
2020
Q3 | $5.69M | Buy |
147,195
+10,100
| +7% | +$390K | 2.22% | 10 |
|
|
2020
Q2 | $5.38M | Hold |
137,095
| – | – | 2.15% | 10 |
|
|
2020
Q1 | $5.3M | Buy |
137,095
+10,500
| +8% | +$406K | 2.46% | 8 |
|
|
2019
Q4 | $6.32M | Buy |
126,595
+32,719
| +35% | +$1.63M | 2.09% | 12 |
|
|
2019
Q3 | $3.84M | Buy |
93,876
+25,550
| +37% | +$1.05M | 1.42% | 21 |
|
|
2019
Q2 | $3.38M | Buy |
68,326
+12,210
| +22% | +$604K | 1.22% | 22 |
|
|
2019
Q1 | $3.22M | Buy |
56,116
+20,750
| +59% | +$1.19M | 1.3% | 19 |
|
|
2018
Q4 | $1.75M | Buy |
+35,366
| New | +$1.75M | 0.94% | 28 |
|