Lane & Associates’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$358K Hold
5,963
0.19% 83
2024
Q4
$311K Buy
5,963
+236
+4% +$12.3K 0.16% 102
2024
Q3
$292K Sell
5,727
-487
-8% -$24.9K 0.16% 96
2024
Q2
$283K Sell
6,214
-340
-5% -$15.5K 0.17% 89
2024
Q1
$286K Sell
6,554
-868
-12% -$37.9K 0.18% 91
2023
Q4
$299K Sell
7,422
-611
-8% -$24.6K 0.22% 81
2023
Q3
$338K Buy
8,033
+108
+1% +$4.54K 0.27% 70
2023
Q2
$359K Buy
7,925
+285
+4% +$12.9K 0.29% 65
2023
Q1
$341K Sell
7,640
-637
-8% -$28.4K 0.3% 62
2022
Q4
$378K Buy
+8,277
New +$378K 0.36% 62