Moneta Group Investment 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 | $1.74M | Buy |
29,623
+2,622
| +10% | +$154K | 0.02% | 241 |
|
|
2025
Q1 | $1.62M | Sell |
27,001
-295
| -1% | -$17.7K | 0.02% | 231 |
|
|
2024
Q4 | $1.43M | Buy |
27,296
+7,831
| +40% | +$409K | 0.02% | 248 |
|
|
2024
Q3 | $994K | Buy |
19,465
+318
| +2% | +$16.2K | 0.01% | 280 |
|
|
2024
Q2 | $872K | Buy |
19,147
+2,085
| +12% | +$95K | 0.01% | 286 |
|
|
2024
Q1 | $744K | Sell |
17,062
-4,729
| -22% | -$206K | 0.01% | 306 |
|
|
2023
Q4 | $879K | Buy |
21,791
+907
| +4% | +$36.6K | 0.02% | 255 |
|
|
2023
Q3 | $878K | Sell |
20,884
-1,614
| -7% | -$67.9K | 0.02% | 234 |
|
|
2023
Q2 | $1.02M | Buy |
22,498
+1,706
| +8% | +$77.3K | 0.02% | 225 |
|
|
2023
Q1 | $928K | Buy |
20,792
+4,962
| +31% | +$221K | 0.02% | 225 |
|
|
2022
Q4 | $713K | Sell |
15,830
-1,332
| -8% | -$60K | 0.02% | 248 |
|
|
2022
Q3 | $693K | Sell |
17,162
-5,151
| -23% | -$208K | 0.03% | 225 |
|
|
2022
Q2 | $932K | Buy |
22,313
+10,964
| +97% | +$458K | 0.03% | 213 |
|
|
2022
Q1 | $593K | Buy |
11,349
+3,141
| +38% | +$164K | 0.02% | 271 |
|
|
2021
Q4 | $389K | Buy |
8,208
+827
| +11% | +$39.2K | 0.02% | 335 |
|
|
2021
Q3 | $336K | Sell |
7,381
-1,910
| -21% | -$86.9K | 0.02% | 342 |
|
|
2021
Q2 | $443K | Buy |
9,291
+1,003
| +12% | +$47.8K | 0.02% | 299 |
|
|
2021
Q1 | $424K | Buy |
8,288
+2,288
| +38% | +$117K | 0.02% | 276 |
|
|
2020
Q4 | $246K | Sell |
6,000
-1,453
| -19% | -$59.6K | 0.02% | 274 |
|
|
2020
Q3 | $288K | Buy |
7,453
+1,440
| +24% | +$55.6K | 0.03% | 224 |
|
|
2020
Q2 | $236K | Buy |
+6,013
| New | +$236K | 0.02% | 224 |
|
|
2020
Q1 | – | Sell |
-5,650
| Closed | -$282K | – | 268 |
|
|
2019
Q4 | $282K | Sell |
5,650
-731
| -11% | -$36.5K | 0.02% | 212 |
|
|
2019
Q3 | $261K | Sell |
6,381
-1,412
| -18% | -$57.8K | 0.02% | 220 |
|
|
2019
Q2 | $369K | Buy |
7,793
+4,189
| +116% | +$198K | 0.04% | 175 |
|
|
2019
Q1 | $207K | Buy |
+3,604
| New | +$207K | 0.02% | 204 |
|
|
2018
Q4 | – | Sell |
-4,096
| Closed | -$247K | – | 233 |
|
|
2018
Q3 | $247K | Buy |
+4,096
| New | +$247K | 0.03% | 197 |
|
|
2018
Q2 | – | Sell |
-2,647
| Closed | -$165K | – | 546 |
|
|
2018
Q1 | $165K | Buy |
2,647
+448
| +20% | +$27.9K | 0.02% | 208 |
|
|
2017
Q4 | $157K | Buy |
+2,199
| New | +$157K | 0.02% | 207 |
|
|
2017
Q1 | – | Sell |
-3,939
| Closed | -$266K | – | 167 |
|
|
2016
Q4 | $266K | Buy |
+3,939
| New | +$266K | 0.05% | 138 |
|
|
2015
Q4 | – | Sell |
-2,172
| Closed | -$118K | – | 311 |
|
|
2015
Q3 | $118K | Buy |
+2,172
| New | +$118K | 0.03% | 167 |
|