Modern Wealth Management’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 | $1.25M | Buy |
21,336
+3,875
| +22% | +$227K | 0.03% | 325 |
|
|
2025
Q1 | $1.05M | Buy |
17,461
+876
| +5% | +$52.6K | 0.03% | 299 |
|
|
2024
Q4 | $867K | Buy |
16,585
+1,003
| +6% | +$52.4K | 0.03% | 275 |
|
|
2024
Q3 | $795K | Buy |
15,582
+4,658
| +43% | +$238K | 0.05% | 192 |
|
|
2024
Q2 | $498K | Buy |
10,924
+2,345
| +27% | +$107K | 0.04% | 223 |
|
|
2024
Q1 | $374K | Buy |
8,579
+1,310
| +18% | +$57.1K | 0.03% | 211 |
|
|
2023
Q4 | $293K | Buy |
+7,269
| New | +$293K | 0.04% | 143 |
|