Lake Street Private Wealth’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 | $2.62M | Buy |
+44,747
| New | +$2.62M | 0.37% | 65 |
|
2020
Q2 | – | Sell |
-5,656
| Closed | -$219K | – | 153 |
|
2020
Q1 | $219K | Sell |
5,656
-34,112
| -86% | -$1.32M | 0.1% | 136 |
|
2019
Q4 | $1.99M | Buy |
39,768
+5,351
| +16% | +$267K | 0.76% | 49 |
|
2019
Q3 | $1.41M | Sell |
34,417
-389
| -1% | -$15.9K | 0.64% | 58 |
|
2019
Q2 | $1.65M | Buy |
34,806
+637
| +2% | +$30.2K | 0.97% | 37 |
|
2019
Q1 | $1.96M | Buy |
+34,169
| New | +$1.96M | 1.35% | 24 |
|