Ironwood Investment Counsel’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 | – | Sell |
-4,721
| Closed | -$283K | – | 269 |
|
2025
Q1 | $283K | Buy |
4,721
+187
| +4% | +$11.2K | 0.05% | 204 |
|
2024
Q4 | $237K | Buy |
4,534
+53
| +1% | +$2.77K | 0.04% | 226 |
|
2024
Q3 | $229K | Buy |
4,481
+54
| +1% | +$2.76K | 0.04% | 239 |
|
2024
Q2 | $202K | Buy |
+4,427
| New | +$202K | 0.04% | 249 |
|
2022
Q2 | – | Sell |
-4,380
| Closed | -$228K | – | 207 |
|
2022
Q1 | $228K | Buy |
4,380
+40
| +0.9% | +$2.08K | 0.06% | 189 |
|
2021
Q4 | $205K | Buy |
+4,340
| New | +$205K | 0.05% | 204 |
|