NewSquare Capital’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 | $83.1K | Buy |
1,417
+402
| +40% | +$23.6K | 0.01% | 228 |
|
|
2025
Q1 | $60.9K | Buy |
1,015
+981
| +2,885% | +$58.9K | 0.01% | 217 |
|
|
2024
Q4 | $1.78K | Buy |
+34
| New | +$1.78K | ﹤0.01% | 568 |
|
|
2024
Q3 | – | Sell |
-29
| Closed | -$1.32K | – | 378 |
|
|
2024
Q2 | $1.32K | Sell |
29
-46
| -61% | -$2.1K | ﹤0.01% | 293 |
|
|
2024
Q1 | $3.27K | Hold |
75
| – | – | ﹤0.01% | 320 |
|
|
2023
Q4 | $3.03K | Hold |
75
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $3.15K | Hold |
75
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $3.4K | Sell |
75
-656
| -90% | -$29.7K | ﹤0.01% | 465 |
|
|
2023
Q1 | $32.6K | Buy |
731
+443
| +154% | +$19.8K | ﹤0.01% | 218 |
|
|
2022
Q4 | $13.1K | Buy |
288
+140
| +95% | +$6.39K | ﹤0.01% | 265 |
|
|
2022
Q3 | $6K | Hold |
148
| – | – | ﹤0.01% | 292 |
|
|
2022
Q2 | $6K | Hold |
148
| – | – | ﹤0.01% | 280 |
|
|
2022
Q1 | $8K | Hold |
148
| – | – | ﹤0.01% | 272 |
|
|
2021
Q4 | $7K | Sell |
148
-40
| -21% | -$1.89K | ﹤0.01% | 303 |
|
|
2021
Q3 | $9K | Buy |
188
+108
| +135% | +$5.17K | ﹤0.01% | 277 |
|
|
2021
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 312 |
|
|
2021
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 296 |
|
|
2020
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 310 |
|
|
2020
Q3 | $3K | Sell |
80
-174
| -69% | -$6.53K | ﹤0.01% | 288 |
|
|
2020
Q2 | $10K | Sell |
254
-101
| -28% | -$3.98K | ﹤0.01% | 226 |
|
|
2020
Q1 | $14K | Hold |
355
| – | – | ﹤0.01% | 223 |
|
|
2019
Q4 | $18K | Buy |
355
+275
| +344% | +$13.9K | ﹤0.01% | 209 |
|
|
2019
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 245 |
|
|
2019
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 306 |
|
|
2019
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 275 |
|
|
2018
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 277 |
|
|
2018
Q2 | – | Sell |
-586
| Closed | -$37K | – | 335 |
|
|
2018
Q1 | $37K | Sell |
586
-586
| -50% | -$37K | 0.01% | 172 |
|
|
2017
Q4 | $84K | Sell |
1,172
-107,608
| -99% | -$7.71M | 0.02% | 125 |
|
|
2017
Q3 | $109K | Buy |
108,780
+106,530
| +4,735% | +$107K | 0.03% | 110 |
|
|
2017
Q2 | $168K | Hold |
2,250
| – | – | 0.04% | 101 |
|
|
2017
Q1 | $161K | Hold |
2,250
| – | – | 0.04% | 107 |
|
|
2016
Q4 | $152K | Hold |
2,250
| – | – | 0.04% | 122 |
|
|
2016
Q3 | $142K | Hold |
2,250
| – | – | 0.03% | 126 |
|
|
2016
Q2 | $155K | Hold |
2,250
| – | – | 0.04% | 123 |
|
|
2016
Q1 | $141K | Hold |
2,250
| – | – | 0.04% | 130 |
|
|
2015
Q4 | $131K | Hold |
2,250
| – | – | 0.04% | 121 |
|
|
2015
Q3 | $122K | Sell |
2,250
-300
| -12% | -$16.3K | 0.04% | 114 |
|
|
2015
Q2 | $125K | Hold |
2,550
| – | – | 0.04% | 119 |
|
|
2015
Q1 | $128K | Hold |
2,550
| – | – | 0.04% | 116 |
|
|
2014
Q4 | $126K | Hold |
2,550
| – | – | 0.04% | 124 |
|
|
2014
Q3 | $117K | Buy |
2,550
+300
| +13% | +$13.8K | 0.04% | 133 |
|
|
2014
Q2 | $94K | Buy |
2,250
+1,750
| +350% | +$73.1K | 0.03% | 137 |
|
|
2014
Q1 | $19K | Sell |
500
-52
| -9% | -$1.98K | 0.01% | 185 |
|
|
2013
Q4 | $21K | Buy |
552
+52
| +10% | +$1.98K | 0.01% | 162 |
|
|
2013
Q3 | $17K | Hold |
500
| – | – | 0.01% | 155 |
|
|
2013
Q2 | $17K | Buy |
+500
| New | +$17K | 0.01% | 145 |
|