Mount Yale 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 | $446K | Sell |
7,611
-19,073
| -71% | -$1.12M | 0.03% | 367 |
|
|
2025
Q1 | $1.6M | Sell |
26,684
-1,384
| -5% | -$83.1K | 0.14% | 137 |
|
|
2024
Q4 | $1.47M | Sell |
28,068
-2,460
| -8% | -$129K | 0.12% | 153 |
|
|
2024
Q3 | $1.56M | Sell |
30,528
-1,643
| -5% | -$83.9K | 0.15% | 149 |
|
|
2024
Q2 | $1.47M | Sell |
32,171
-1,448
| -4% | -$66K | 0.12% | 166 |
|
|
2024
Q1 | $1.47M | Buy |
33,619
+19,158
| +132% | +$836K | 0.11% | 168 |
|
|
2023
Q4 | $583K | Sell |
14,461
-16,546
| -53% | -$667K | 0.06% | 292 |
|
|
2023
Q3 | $1.3M | Buy |
31,007
+2,122
| +7% | +$89.2K | 0.14% | 153 |
|
|
2023
Q2 | $1.31M | Buy |
+28,885
| New | +$1.31M | 0.14% | 153 |
|
|
2018
Q4 | – | Sell |
-166
| Closed | -$11K | – | 589 |
|
|
2018
Q3 | $11K | Sell |
166
-200
| -55% | -$13.3K | ﹤0.01% | 848 |
|
|
2018
Q2 | $21K | Sell |
366
-34
| -9% | -$1.95K | ﹤0.01% | 776 |
|
|
2018
Q1 | $25K | Buy |
+400
| New | +$25K | 0.01% | 727 |
|