Novak & Powell Financial 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 | $284K | Sell |
4,852
-256
| -5% | -$15K | 0.2% | 108 |
|
|
2025
Q1 | $307K | Buy |
5,108
+17
| +0.3% | +$1.02K | 0.19% | 109 |
|
|
2024
Q4 | $266K | Buy |
5,091
+17
| +0.3% | +$889 | 0.16% | 117 |
|
|
2024
Q3 | $259K | Sell |
5,074
-178
| -3% | -$9.09K | 0.15% | 124 |
|
|
2024
Q2 | $239K | Buy |
5,252
+9
| +0.2% | +$410 | 0.15% | 121 |
|
|
2024
Q1 | $229K | Buy |
+5,243
| New | +$229K | 0.17% | 121 |
|