Morris Financial Concepts’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 | $205K | Hold |
3,490
| – | – | 0.08% | 131 |
|
|
2025
Q1 | $209K | Buy |
+3,490
| New | +$209K | 0.09% | 129 |
|
|
2023
Q3 | – | Sell |
-5,162
| Closed | -$234K | – | 153 |
|
|
2023
Q2 | $234K | Hold |
5,162
| – | – | 0.15% | 80 |
|
|
2023
Q1 | $230K | Sell |
5,162
-132
| -2% | -$5.89K | 0.16% | 74 |
|
|
2022
Q4 | $242K | Buy |
+5,294
| New | +$242K | 0.2% | 70 |
|
|
2022
Q3 | – | Sell |
-5,322
| Closed | -$222K | – | 124 |
|
|
2022
Q2 | $222K | Buy |
5,322
+584
| +12% | +$24.4K | 0.21% | 64 |
|
|
2022
Q1 | $248K | Sell |
4,738
-584
| -11% | -$30.6K | 0.21% | 60 |
|
|
2021
Q4 | $252K | Buy |
+5,322
| New | +$252K | 0.21% | 55 |
|