Mount Yale Investment Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.47M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $583K | Sell |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11K | Sell |
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|
2018
Q2 | $21K | Sell |
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|
2018
Q1 | $25K | Buy |
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