Operose 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 | $287K | Hold |
4,900
| – | – | 0.08% | 104 |
|
|
2025
Q1 | $294K | Buy |
4,900
+4,784
| +4,124% | +$287K | 0.1% | 101 |
|
|
2024
Q4 | $6.07K | Sell |
116
-1,869
| -94% | -$97.7K | ﹤0.01% | 346 |
|
|
2024
Q3 | $101K | Sell |
1,985
-1,145
| -37% | -$58.4K | 0.03% | 194 |
|
|
2024
Q2 | $143K | Sell |
3,130
-1,440
| -32% | -$65.6K | 0.05% | 163 |
|
|
2024
Q1 | $199K | Buy |
4,570
+4,130
| +939% | +$180K | 0.07% | 153 |
|
|
2023
Q4 | $17.8K | Sell |
440
-780
| -64% | -$31.5K | 0.01% | 381 |
|
|
2023
Q3 | $51.3K | Buy |
+1,220
| New | +$51.3K | 0.02% | 308 |
|