OneDigital 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 | $2.82M | Buy |
48,089
+4,320
| +10% | +$253K | 0.03% | 341 |
|
|
2025
Q1 | $2.63M | Sell |
43,769
-9,949
| -19% | -$597K | 0.03% | 339 |
|
|
2024
Q4 | $2.81M | Sell |
53,718
-1,667
| -3% | -$87.2K | 0.03% | 349 |
|
|
2024
Q3 | $2.83M | Buy |
55,385
+3,975
| +8% | +$203K | 0.03% | 353 |
|
|
2024
Q2 | $2.34M | Buy |
51,410
+10,279
| +25% | +$468K | 0.03% | 379 |
|
|
2024
Q1 | $1.79M | Sell |
41,131
-1,883
| -4% | -$82.1K | 0.03% | 365 |
|
|
2023
Q4 | $1.74M | Buy |
43,014
+6,451
| +18% | +$260K | 0.03% | 344 |
|
|
2023
Q3 | $1.54M | Sell |
36,563
-512
| -1% | -$21.5K | 0.03% | 332 |
|
|
2023
Q2 | $1.68M | Sell |
37,075
-204
| -0.5% | -$9.24K | 0.04% | 307 |
|
|
2023
Q1 | $1.66M | Buy |
37,279
+407
| +1% | +$18.2K | 0.04% | 303 |
|
|
2022
Q4 | $1.69M | Buy |
36,872
+4,019
| +12% | +$184K | 0.05% | 277 |
|
|
2022
Q3 | $1.33M | Buy |
32,853
+6,679
| +26% | +$270K | 0.05% | 246 |
|
|
2022
Q2 | $1.09M | Buy |
26,174
+4,080
| +18% | +$170K | 0.05% | 240 |
|
|
2022
Q1 | $1.15M | Buy |
22,094
+1,314
| +6% | +$68.6K | 0.04% | 236 |
|
|
2021
Q4 | $985K | Buy |
20,780
+2,001
| +11% | +$94.9K | 0.03% | 281 |
|
|
2021
Q3 | $855K | Buy |
18,779
+2,915
| +18% | +$133K | 0.03% | 299 |
|
|
2021
Q2 | $756K | Buy |
15,864
+2,061
| +15% | +$98.2K | 0.03% | 309 |
|
|
2021
Q1 | $706K | Sell |
13,803
-1,450
| -10% | -$74.2K | 0.03% | 307 |
|
|
2020
Q4 | $625K | Buy |
15,253
+84
| +0.6% | +$3.44K | 0.03% | 308 |
|
|
2020
Q3 | $586K | Sell |
15,169
-1,932
| -11% | -$74.6K | 0.04% | 278 |
|
|
2020
Q2 | $671K | Buy |
17,101
+1,281
| +8% | +$50.3K | 0.05% | 256 |
|
|
2020
Q1 | $612K | Sell |
15,820
-6,617
| -29% | -$256K | 0.05% | 250 |
|
|
2019
Q4 | $1.12M | Sell |
22,437
-2,689
| -11% | -$134K | 0.09% | 175 |
|
|
2019
Q3 | $1.03M | Buy |
25,126
+3,256
| +15% | +$133K | 0.09% | 173 |
|
|
2019
Q2 | $1.04M | Buy |
21,870
+5,872
| +37% | +$278K | 0.08% | 148 |
|
|
2019
Q1 | $912K | Sell |
15,998
-2,934
| -15% | -$167K | 0.13% | 113 |
|
|
2018
Q4 | $935K | Buy |
18,932
+1,938
| +11% | +$95.7K | 0.16% | 107 |
|
|
2018
Q3 | $1.03M | Buy |
16,994
+191
| +1% | +$11.5K | 0.24% | 61 |
|
|
2018
Q2 | $954K | Sell |
16,803
-4,899
| -23% | -$278K | 0.2% | 75 |
|
|
2018
Q1 | $1.35M | Buy |
21,702
+487
| +2% | +$30.3K | 0.3% | 59 |
|
|
2017
Q4 | $1.52M | Buy |
21,215
+11,714
| +123% | +$837K | 0.17% | 54 |
|
|
2017
Q3 | $603K | Sell |
9,501
-3,959
| -29% | -$251K | 0.22% | 65 |
|
|
2017
Q2 | $1M | Buy |
+13,460
| New | +$1M | 0.3% | 61 |
|