MBL 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 | $379K | Sell |
6,467
-34
| -0.5% | -$1.99K | 0.04% | 168 |
|
|
2025
Q1 | $390K | Buy |
6,501
+1,431
| +28% | +$85.9K | 0.04% | 153 |
|
|
2024
Q4 | $265K | Buy |
5,070
+395
| +8% | +$20.7K | 0.03% | 189 |
|
|
2024
Q3 | $239K | Buy |
4,675
+5
| +0.1% | +$255 | 0.03% | 182 |
|
|
2024
Q2 | $213K | Sell |
4,670
-174
| -4% | -$7.93K | 0.02% | 188 |
|
|
2024
Q1 | $211K | Sell |
4,844
-996
| -17% | -$43.4K | 0.02% | 182 |
|
|
2023
Q4 | $236K | Buy |
5,840
+116
| +2% | +$4.68K | 0.03% | 160 |
|
|
2023
Q3 | $241K | Buy |
+5,724
| New | +$241K | 0.03% | 151 |
|
|
2022
Q2 | – | Sell |
-4,131
| Closed | -$216K | – | 162 |
|
|
2022
Q1 | $216K | Buy |
+4,131
| New | +$216K | 0.05% | 156 |
|
|
2021
Q1 | $217K | Buy |
+4,253
| New | +$217K | 0.08% | 144 |
|