Moser Wealth 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 | $567K | Sell |
9,669
-399
| -4% | -$23.4K | 0.27% | 62 |
|
|
2025
Q1 | $604K | Buy |
10,068
+85
| +0.9% | +$5.1K | 0.32% | 56 |
|
|
2024
Q4 | $522K | Hold |
9,983
| – | – | 0.27% | 61 |
|
|
2024
Q3 | $510K | Sell |
9,983
-3,350
| -25% | -$171K | 0.26% | 61 |
|
|
2024
Q2 | $607K | Hold |
13,333
| – | – | 0.33% | 50 |
|
|
2024
Q1 | $582K | Sell |
13,333
-775
| -5% | -$33.8K | 0.32% | 56 |
|
|
2023
Q4 | $569K | Sell |
14,108
-3,240
| -19% | -$131K | 0.36% | 51 |
|
|
2023
Q3 | $729K | Sell |
17,348
-510
| -3% | -$21.4K | 0.51% | 45 |
|
|
2023
Q2 | $809K | Buy |
+17,858
| New | +$809K | 0.54% | 42 |
|
|
2022
Q4 | $958K | Sell |
20,954
-350
| -2% | -$16K | 0.72% | 35 |
|
|
2022
Q3 | $860K | Hold |
21,304
| – | – | 0.67% | 41 |
|
|
2022
Q2 | $890K | Sell |
21,304
-550
| -3% | -$23K | 0.66% | 38 |
|
|
2022
Q1 | $1.14M | Hold |
21,854
| – | – | 0.71% | 35 |
|
|
2021
Q4 | $1.04M | Sell |
21,854
-500
| -2% | -$23.7K | 0.63% | 38 |
|
|
2021
Q3 | $1.02M | Sell |
22,354
-800
| -3% | -$36.4K | 0.65% | 39 |
|
|
2021
Q2 | $1.1M | Sell |
23,154
-225
| -1% | -$10.7K | 0.71% | 35 |
|
|
2021
Q1 | $1.2M | Sell |
23,379
-1,000
| -4% | -$51.2K | 0.84% | 31 |
|
|
2020
Q4 | $1M | Sell |
24,379
-1,785
| -7% | -$73.2K | 0.74% | 33 |
|
|
2020
Q3 | $1.01M | Hold |
26,164
| – | – | 0.8% | 28 |
|
|
2020
Q2 | $1.03M | Buy |
26,164
+5,133
| +24% | +$201K | 0.98% | 26 |
|
|
2020
Q1 | $813K | Sell |
21,031
-300
| -1% | -$11.6K | 0.94% | 26 |
|
|
2019
Q4 | $1.07M | Buy |
+21,331
| New | +$1.07M | 1.02% | 21 |
|