Mezzasalma 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 | $219K | Sell |
3,735
-2,057
| -36% | -$121K | 0.07% | 134 |
|
|
2025
Q1 | $348K | Buy |
5,792
+82
| +1% | +$4.92K | 0.12% | 103 |
|
|
2024
Q4 | $299K | Sell |
5,710
-294
| -5% | -$15.4K | 0.1% | 113 |
|
|
2024
Q3 | $306K | Hold |
6,004
| – | – | 0.12% | 66 |
|
|
2024
Q2 | $273K | Buy |
+6,004
| New | +$273K | 0.12% | 62 |
|
|
2023
Q3 | – | Sell |
-4,661
| Closed | -$211K | – | 86 |
|
|
2023
Q2 | $211K | Sell |
4,661
-150
| -3% | -$6.8K | 0.13% | 83 |
|
|
2023
Q1 | $215K | Hold |
4,811
| – | – | 0.15% | 80 |
|
|
2022
Q4 | $220K | Sell |
4,811
-200
| -4% | -$9.14K | 0.19% | 76 |
|
|
2022
Q3 | $202K | Hold |
5,011
| – | – | 0.16% | 75 |
|
|
2022
Q2 | $209K | Sell |
5,011
-11
| -0.2% | -$459 | 0.18% | 76 |
|
|
2022
Q1 | $262K | Sell |
5,022
-60
| -1% | -$3.13K | 0.16% | 77 |
|
|
2021
Q4 | $241K | Sell |
5,082
-1,342
| -21% | -$63.6K | 0.13% | 84 |
|
|
2021
Q3 | $292K | Hold |
6,424
| – | – | 0.16% | 73 |
|
|
2021
Q2 | $306K | Hold |
6,424
| – | – | 0.17% | 73 |
|
|
2021
Q1 | $329K | Sell |
6,424
-60
| -0.9% | -$3.07K | 0.21% | 64 |
|
|
2020
Q4 | $266K | Buy |
+6,484
| New | +$266K | 0.17% | 75 |
|