MBA 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 | $774K | Buy |
13,195
+140
| +1% | +$8.21K | 0.36% | 62 |
|
|
2025
Q1 | $784K | Buy |
13,055
+82
| +0.6% | +$4.92K | 0.39% | 61 |
|
|
2024
Q4 | $678K | Buy |
12,973
+983
| +8% | +$51.4K | 0.34% | 63 |
|
|
2024
Q3 | $612K | Buy |
11,990
+1,005
| +9% | +$51.3K | 0.29% | 68 |
|
|
2024
Q2 | $500K | Buy |
10,985
+3,100
| +39% | +$141K | 0.26% | 74 |
|
|
2024
Q1 | $344K | Buy |
7,885
+2,522
| +47% | +$110K | 0.18% | 91 |
|
|
2023
Q4 | $216K | Sell |
5,363
-1,000
| -16% | -$40.3K | 0.12% | 118 |
|
|
2023
Q3 | $268K | Sell |
6,363
-560
| -8% | -$23.5K | 0.16% | 97 |
|
|
2023
Q2 | $314K | Hold |
6,923
| – | – | 0.19% | 87 |
|
|
2023
Q1 | $309K | Buy |
6,923
+1,900
| +38% | +$84.8K | 0.19% | 95 |
|
|
2022
Q4 | $230K | Hold |
5,023
| – | – | 0.15% | 114 |
|
|
2022
Q3 | $203K | Buy |
+5,023
| New | +$203K | 0.15% | 117 |
|
|
2022
Q2 | – | Sell |
-4,313
| Closed | -$225K | – | 145 |
|
|
2022
Q1 | $225K | Sell |
4,313
-63
| -1% | -$3.29K | 0.14% | 130 |
|
|
2021
Q4 | $207K | Sell |
4,376
-495
| -10% | -$23.4K | 0.13% | 146 |
|
|
2021
Q3 | $222K | Buy |
4,871
+504
| +12% | +$23K | 0.16% | 125 |
|
|
2021
Q2 | $208 | Buy |
+4,367
| New | +$208 | 0.1% | 130 |
|