Kingswood Wealth 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 | $1.48M | Buy |
25,160
+6,148
| +32% | +$360K | 0.12% | 188 |
|
|
2025
Q1 | $1.13M | Sell |
19,012
-3,525
| -16% | -$210K | 0.1% | 221 |
|
|
2024
Q4 | $1.18M | Sell |
22,537
-4,619
| -17% | -$242K | 0.09% | 236 |
|
|
2024
Q3 | $1.39M | Buy |
27,156
+8,861
| +48% | +$452K | 0.1% | 232 |
|
|
2024
Q2 | $833K | Buy |
18,295
+7,177
| +65% | +$327K | 0.08% | 268 |
|
|
2024
Q1 | $485K | Sell |
11,118
-4,319
| -28% | -$188K | 0.06% | 357 |
|
|
2023
Q4 | $623K | Buy |
15,437
+8,583
| +125% | +$346K | 0.07% | 293 |
|
|
2023
Q3 | $1.27M | Buy |
+6,854
| New | +$1.27M | 0.22% | 120 |
|