Newton One Investments’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 | $23.4K | Buy |
399
+7
| +2% | +$410 | 0.01% | 83 |
|
|
2025
Q1 | $23.5K | Buy |
392
+8
| +2% | +$480 | 0.01% | 81 |
|
|
2024
Q4 | $20.1K | Buy |
+384
| New | +$20.1K | 0.01% | 80 |
|
|
2024
Q3 | – | Sell |
-369
| Closed | -$16.8K | – | 82 |
|
|
2024
Q2 | $16.8K | Sell |
369
-554
| -60% | -$25.2K | 0.01% | 81 |
|
|
2024
Q1 | $40.3K | Buy |
923
+21
| +2% | +$916 | 0.02% | 68 |
|
|
2023
Q4 | $36.4K | Buy |
902
+20
| +2% | +$807 | 0.02% | 72 |
|
|
2023
Q3 | $37.1K | Buy |
882
+18
| +2% | +$757 | 0.02% | 71 |
|
|
2023
Q2 | $39.1K | Buy |
864
+17
| +2% | +$770 | 0.02% | 72 |
|
|
2023
Q1 | $37.8K | Hold |
847
| – | – | 0.02% | 71 |
|
|
2022
Q4 | $38.7K | Sell |
847
-330
| -28% | -$15.1K | 0.03% | 67 |
|
|
2022
Q3 | $48K | Hold |
1,177
| – | – | 0.03% | 65 |
|
|
2022
Q2 | $49K | Hold |
1,177
| – | – | 0.04% | 65 |
|
|
2022
Q1 | $62K | Hold |
1,177
| – | – | 0.05% | 64 |
|
|
2021
Q4 | $56K | Buy |
1,177
+9
| +0.8% | +$428 | 0.04% | 66 |
|
|
2021
Q3 | $53K | Buy |
1,168
+9
| +0.8% | +$408 | 0.04% | 66 |
|
|
2021
Q2 | $55K | Buy |
1,159
+670
| +137% | +$31.8K | 0.04% | 66 |
|
|
2021
Q1 | $25K | Buy |
489
+10
| +2% | +$511 | 0.02% | 57 |
|
|
2020
Q4 | $20K | Buy |
+479
| New | +$20K | 0.02% | 56 |
|