Keel Point’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
$293K Buy
5,005
+1,236
+33% +$72.5K 0.02% 400
2025
Q1
$226K Buy
+3,769
New +$226K 0.02% 416
2018
Q2
Sell
-3,959
Closed -$247K 176
2018
Q1
$247K Sell
3,959
-143
-3% -$8.92K 0.03% 139
2017
Q4
$293K Sell
4,102
-1,470
-26% -$105K 0.04% 138
2017
Q3
$353K Sell
5,572
-79
-1% -$5.01K 0.05% 121
2017
Q2
$421K Sell
5,651
-5
-0.1% -$373 0.08% 100
2017
Q1
$404K Sell
5,656
-29
-0.5% -$2.07K 0.08% 103
2016
Q4
$384K Sell
5,685
-2,719
-32% -$184K 0.09% 100
2016
Q3
$531K Buy
8,404
+4,641
+123% +$293K 0.2% 72
2016
Q2
$259K Buy
3,763
+286
+8% +$19.7K 0.11% 112
2016
Q1
$218K Sell
3,477
-201
-5% -$12.6K 0.11% 112
2015
Q4
$214K Sell
3,678
-96
-3% -$5.59K 0.12% 117
2015
Q3
$205K Buy
+3,774
New +$205K 0.11% 97