Midwest Heritage Bank’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 | $282K | Sell |
4,818
-43
| -0.9% | -$2.52K | 0.11% | 46 |
|
|
2025
Q1 | $292K | Buy |
4,861
+9
| +0.2% | +$540 | 0.12% | 43 |
|
|
2024
Q4 | $254K | Buy |
4,852
+9
| +0.2% | +$471 | 0.12% | 48 |
|
|
2024
Q3 | $247K | Sell |
4,843
-4,182
| -46% | -$213K | 0.12% | 50 |
|
|
2024
Q2 | $411K | Buy |
9,025
+875
| +11% | +$39.9K | 0.21% | 38 |
|
|
2024
Q1 | $355K | Sell |
8,150
-172
| -2% | -$7.5K | 0.19% | 40 |
|
|
2023
Q4 | $336K | Sell |
8,322
-486
| -6% | -$19.6K | 0.23% | 39 |
|
|
2023
Q3 | $370K | Buy |
8,808
+88
| +1% | +$3.7K | 0.28% | 35 |
|
|
2023
Q2 | $395K | Hold |
8,720
| – | – | 0.3% | 33 |
|
|
2023
Q1 | $389K | Sell |
8,720
-378
| -4% | -$16.9K | 0.31% | 35 |
|
|
2022
Q4 | $416K | Hold |
9,098
| – | – | 0.4% | 40 |
|
|
2022
Q3 | $367K | Hold |
9,098
| – | – | 0.38% | 42 |
|
|
2022
Q2 | $380K | Buy |
9,098
+486
| +6% | +$20.3K | 0.34% | 45 |
|
|
2022
Q1 | $450K | Buy |
8,612
+100
| +1% | +$5.23K | 0.35% | 36 |
|
|
2021
Q4 | $403K | Buy |
+8,512
| New | +$403K | 0.39% | 38 |
|