Nicolet Advisory Services’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 | $870K | Sell |
14,075
-2,400
| -15% | -$148K | 0.07% | 139 |
|
|
2025
Q1 | $929K | Buy |
16,475
+1,760
| +12% | +$99.2K | 0.09% | 116 |
|
|
2024
Q4 | $749K | Buy |
14,715
+546
| +4% | +$27.8K | 0.07% | 151 |
|
|
2024
Q3 | $708K | Sell |
14,169
-701
| -5% | -$35K | 0.07% | 155 |
|
|
2024
Q2 | $698K | Buy |
14,870
+78
| +0.5% | +$3.66K | 0.07% | 144 |
|
|
2024
Q1 | $623K | Sell |
14,792
-256
| -2% | -$10.8K | 0.06% | 145 |
|
|
2023
Q4 | $624K | Sell |
15,048
-2,842
| -16% | -$118K | 0.07% | 143 |
|
|
2023
Q3 | $745K | Buy |
17,890
+909
| +5% | +$37.9K | 0.08% | 120 |
|
|
2023
Q2 | $783K | Buy |
16,981
+4,343
| +34% | +$200K | 0.09% | 111 |
|
|
2023
Q1 | $561K | Buy |
12,638
+230
| +2% | +$10.2K | 0.06% | 140 |
|
|
2022
Q4 | $569K | Buy |
12,408
+1,322
| +12% | +$60.6K | 0.08% | 119 |
|
|
2022
Q3 | $482K | Buy |
11,086
+1,144
| +12% | +$49.7K | 0.08% | 101 |
|
|
2022
Q2 | $416K | Buy |
9,942
+8
| +0.1% | +$335 | 0.06% | 117 |
|
|
2022
Q1 | $538K | Buy |
9,934
+22
| +0.2% | +$1.19K | 0.07% | 105 |
|
|
2021
Q4 | $470K | Sell |
9,912
-18
| -0.2% | -$854 | 0.06% | 111 |
|
|
2021
Q3 | $452K | Buy |
9,930
+18
| +0.2% | +$819 | 0.06% | 120 |
|
|
2021
Q2 | $473K | Sell |
9,912
-1,036
| -9% | -$49.4K | 0.06% | 113 |
|
|
2021
Q1 | $560K | Sell |
10,948
-1,082
| -9% | -$55.3K | 0.08% | 98 |
|
|
2020
Q4 | $493K | Sell |
12,030
-334
| -3% | -$13.7K | 0.07% | 106 |
|
|
2020
Q3 | $478K | Sell |
12,364
-4,275
| -26% | -$165K | 0.07% | 98 |
|
|
2020
Q2 | $653K | Sell |
16,639
-153
| -0.9% | -$6.01K | 0.1% | 97 |
|
|
2020
Q1 | $649K | Buy |
16,792
+4,723
| +39% | +$183K | 0.11% | 90 |
|
|
2019
Q4 | $602K | Sell |
12,069
-207
| -2% | -$10.3K | 0.09% | 87 |
|
|
2019
Q3 | $502K | Sell |
12,276
-1,030
| -8% | -$42.1K | 0.08% | 92 |
|
|
2019
Q2 | $630K | Sell |
13,306
-1,775
| -12% | -$84K | 0.1% | 72 |
|
|
2019
Q1 | $866K | Buy |
+15,081
| New | +$866K | 0.15% | 57 |
|