Kapstone Financial 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 | $903K | Buy |
15,395
+1,114
| +8% | +$65.3K | 0.45% | 36 |
|
|
2025
Q1 | $857K | Buy |
14,281
+998
| +8% | +$59.9K | 0.48% | 35 |
|
|
2024
Q4 | $699K | Sell |
13,283
-276
| -2% | -$14.5K | 0.37% | 45 |
|
|
2024
Q3 | $692K | Sell |
13,559
-200
| -1% | -$10.2K | 0.42% | 44 |
|
|
2024
Q2 | $627K | Sell |
13,759
-500
| -4% | -$22.8K | 0.41% | 46 |
|
|
2024
Q1 | $622K | Buy |
14,259
+780
| +6% | +$34K | 0.42% | 46 |
|
|
2023
Q4 | $542K | Buy |
13,479
+200
| +2% | +$8.04K | 0.42% | 47 |
|
|
2023
Q3 | $558K | Hold |
13,279
| – | – | 0.5% | 40 |
|
|
2023
Q2 | $600K | Sell |
13,279
-1,172
| -8% | -$53K | 0.5% | 43 |
|
|
2023
Q1 | $650K | Buy |
14,451
+18
| +0.1% | +$809 | 0.59% | 34 |
|
|
2022
Q4 | $678K | Buy |
+14,433
| New | +$678K | 0.62% | 34 |
|