Kelman-Lazarov Inc’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 |
-4,426
| Closed | -$266K | – | 126 |
|
|
2025
Q1 | $266K | Buy |
4,426
+10
| +0.2% | +$600 | 0.05% | 99 |
|
|
2024
Q4 | $231K | Buy |
+4,416
| New | +$231K | 0.04% | 101 |
|
|
2017
Q1 | – | Sell |
-516
| Closed | -$34.9K | – | 194 |
|
|
2016
Q4 | $34.9K | Hold |
516
| – | – | 0.02% | 187 |
|
|
2016
Q3 | $31.9K | Buy |
+516
| New | +$31.9K | 0.02% | 211 |
|