Marcum 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
Q1 | $3.65M | Buy |
60,852
+89
| +0.1% | +$5.34K | 0.32% | 38 |
|
|
2024
Q4 | $3.18M | Buy |
60,763
+3,969
| +7% | +$208K | 0.28% | 44 |
|
|
2024
Q3 | $2.9M | Buy |
56,794
+1,089
| +2% | +$55.6K | 0.27% | 42 |
|
|
2024
Q2 | $2.54M | Buy |
55,705
+464
| +0.8% | +$21.1K | 0.25% | 45 |
|
|
2024
Q1 | $2.41M | Buy |
55,241
+1,545
| +3% | +$67.4K | 0.24% | 45 |
|
|
2023
Q4 | $2.17M | Sell |
53,696
-2,867
| -5% | -$116K | 0.23% | 46 |
|
|
2023
Q3 | $2.38M | Sell |
56,563
-3,264
| -5% | -$137K | 0.29% | 34 |
|
|
2023
Q2 | $2.71M | Buy |
59,827
+1,449
| +2% | +$65.6K | 0.32% | 31 |
|
|
2023
Q1 | $2.6M | Sell |
58,378
-1,653
| -3% | -$73.8K | 0.33% | 31 |
|
|
2022
Q4 | $2.74M | Sell |
60,031
-1,396
| -2% | -$63.8K | 0.36% | 29 |
|
|
2022
Q3 | $2.48M | Sell |
61,427
-11,781
| -16% | -$476K | 0.38% | 27 |
|
|
2022
Q2 | $3.06M | Buy |
73,208
+1,751
| +2% | +$73.1K | 0.46% | 24 |
|
|
2022
Q1 | $3.73M | Buy |
71,457
+903
| +1% | +$47.2K | 0.52% | 21 |
|
|
2021
Q4 | $3.34M | Sell |
70,554
-1,707
| -2% | -$80.9K | 0.47% | 25 |
|
|
2021
Q3 | $3.29M | Sell |
72,261
-1,044
| -1% | -$47.5K | 0.52% | 24 |
|
|
2021
Q2 | $3.5M | Sell |
73,305
-2,614
| -3% | -$125K | 0.57% | 21 |
|
|
2021
Q1 | $3.88M | Buy |
75,919
+5,834
| +8% | +$298K | 0.64% | 21 |
|
|
2020
Q4 | $2.87M | Buy |
70,085
+1,077
| +2% | +$44.2K | 0.67% | 17 |
|
|
2020
Q3 | $2.67M | Buy |
69,008
+493
| +0.7% | +$19K | 0.82% | 20 |
|
|
2020
Q2 | $2.69M | Sell |
68,515
-1,787
| -3% | -$70.1K | 0.83% | 21 |
|
|
2020
Q1 | $2.72M | Buy |
70,302
+1,816
| +3% | +$70.2K | 1.05% | 16 |
|
|
2019
Q4 | $3.42M | Buy |
+68,486
| New | +$3.42M | 1.28% | 14 |
|