Investmark Advisory Group’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 | $4.64M | Sell |
79,098
-2,039
| -3% | -$120K | 2.17% | 7 |
|
|
2025
Q1 | $4.87M | Buy |
81,137
+1,086
| +1% | +$65.2K | 2.41% | 9 |
|
|
2024
Q4 | $4.19M | Buy |
80,051
+2,346
| +3% | +$123K | 2.05% | 13 |
|
|
2024
Q3 | $3.97M | Buy |
77,705
+17,130
| +28% | +$874K | 1.93% | 13 |
|
|
2024
Q2 | $2.76M | Buy |
60,575
+871
| +1% | +$39.7K | 1.47% | 22 |
|
|
2024
Q1 | $2.6M | Sell |
59,704
-725
| -1% | -$31.6K | 1.43% | 22 |
|
|
2023
Q4 | $2.44M | Buy |
60,429
+1,361
| +2% | +$54.9K | 1.43% | 20 |
|
|
2023
Q3 | $2.48M | Sell |
59,068
-54
| -0.1% | -$2.27K | 1.68% | 18 |
|
|
2023
Q2 | $2.68M | Buy |
59,122
+1,144
| +2% | +$51.8K | 1.79% | 16 |
|
|
2023
Q1 | $2.59M | Buy |
57,978
+2,857
| +5% | +$127K | 1.9% | 17 |
|
|
2022
Q4 | $2.52M | Buy |
55,121
+2,786
| +5% | +$127K | 1.87% | 15 |
|
|
2022
Q3 | $2.11M | Buy |
52,335
+2,361
| +5% | +$95.3K | 1.9% | 16 |
|
|
2022
Q2 | $2.09M | Buy |
49,974
+1,644
| +3% | +$68.7K | 2.06% | 17 |
|
|
2022
Q1 | $2.53M | Buy |
48,330
+1,983
| +4% | +$104K | 2.6% | 14 |
|
|
2021
Q4 | $2.2M | Buy |
+46,347
| New | +$2.2M | 2.05% | 14 |
|