Optimum 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 | $450K | Hold |
7,676
| – | – | 0.2% | 101 |
|
|
2025
Q1 | $461K | Hold |
7,676
| – | – | 0.22% | 96 |
|
|
2024
Q4 | $401K | Hold |
7,676
| – | – | 0.18% | 115 |
|
|
2024
Q3 | $392K | Hold |
7,676
| – | – | 0.17% | 120 |
|
|
2024
Q2 | $350K | Sell |
7,676
-1,000
| -12% | -$45.5K | 0.16% | 129 |
|
|
2024
Q1 | $378K | Buy |
8,676
+333
| +4% | +$14.5K | 0.17% | 122 |
|
|
2023
Q4 | $337K | Sell |
8,343
-3,727
| -31% | -$150K | 0.17% | 126 |
|
|
2023
Q3 | $508K | Sell |
12,070
-1,608
| -12% | -$67.6K | 0.26% | 94 |
|
|
2023
Q2 | $620K | Buy |
13,678
+308
| +2% | +$14K | 0.3% | 79 |
|
|
2023
Q1 | $597K | Sell |
13,370
-485
| -4% | -$21.6K | 0.31% | 77 |
|
|
2022
Q4 | $633K | Hold |
13,855
| – | – | 0.34% | 71 |
|
|
2022
Q3 | $559K | Buy |
13,855
+292
| +2% | +$11.8K | 0.3% | 75 |
|
|
2022
Q2 | $567K | Buy |
13,563
+1,950
| +17% | +$81.5K | 0.28% | 80 |
|
|
2022
Q1 | $607K | Sell |
11,613
-250
| -2% | -$13.1K | 0.26% | 89 |
|
|
2021
Q4 | $562K | Sell |
11,863
-198
| -2% | -$9.38K | 0.22% | 101 |
|
|
2021
Q3 | $549K | Buy |
12,061
+298
| +3% | +$13.6K | 0.23% | 102 |
|
|
2021
Q2 | $561K | Sell |
11,763
-50
| -0.4% | -$2.39K | 0.18% | 128 |
|
|
2021
Q1 | $604K | Buy |
11,813
+1,060
| +10% | +$54.2K | 0.18% | 120 |
|
|
2020
Q4 | $441K | Buy |
10,753
+4,658
| +76% | +$191K | 0.13% | 144 |
|
|
2020
Q3 | $235K | Sell |
6,095
-23
| -0.4% | -$887 | 0.08% | 215 |
|
|
2020
Q2 | $240K | Buy |
6,118
+200
| +3% | +$7.85K | 0.08% | 216 |
|
|
2020
Q1 | $229K | Sell |
5,918
-200
| -3% | -$7.74K | 0.09% | 202 |
|
|
2019
Q4 | $305K | Sell |
6,118
-2,512
| -29% | -$125K | 0.09% | 215 |
|
|
2019
Q3 | $353K | Sell |
8,630
-800
| -8% | -$32.7K | 0.11% | 187 |
|
|
2019
Q2 | $446K | Hold |
9,430
| – | – | 0.14% | 160 |
|
|
2019
Q1 | $542K | Sell |
9,430
-7
| -0.1% | -$402 | 0.18% | 141 |
|
|
2018
Q4 | $466K | Hold |
9,437
| – | – | 0.16% | 150 |
|
|
2018
Q3 | $569K | Sell |
9,437
-600
| -6% | -$36.2K | 0.16% | 151 |
|
|
2018
Q2 | $570K | Sell |
10,037
-1,581
| -14% | -$89.8K | 0.16% | 147 |
|
|
2018
Q1 | $724K | Buy |
11,618
+1,152
| +11% | +$71.8K | 0.21% | 122 |
|
|
2017
Q4 | $747K | Sell |
10,466
-1,097
| -9% | -$78.3K | 0.24% | 123 |
|
|
2017
Q3 | $733K | Sell |
11,563
-5,273
| -31% | -$334K | 0.25% | 122 |
|
|
2017
Q2 | $1.25M | Buy |
16,836
+972
| +6% | +$72.4K | 0.43% | 65 |
|
|
2017
Q1 | $1.13M | Buy |
15,864
+321
| +2% | +$22.9K | 0.4% | 72 |
|
|
2016
Q4 | $1.05M | Sell |
15,543
-3,061
| -16% | -$207K | 0.4% | 74 |
|
|
2016
Q3 | $1.18M | Buy |
18,604
+1,357
| +8% | +$85.8K | 0.44% | 61 |
|
|
2016
Q2 | $1.19M | Sell |
17,247
-422
| -2% | -$29.1K | 0.46% | 59 |
|
|
2016
Q1 | $1.11M | Buy |
17,669
+4,585
| +35% | +$287K | 0.44% | 65 |
|
|
2015
Q4 | $762K | Buy |
13,084
+122
| +0.9% | +$7.11K | 0.29% | 104 |
|
|
2015
Q3 | $705K | Buy |
+12,962
| New | +$705K | 0.28% | 107 |
|
|
2015
Q1 | $647K | Sell |
12,941
-2,031
| -14% | -$102K | 0.2% | 133 |
|
|
2014
Q4 | $478K | Buy |
14,972
+53
| +0.4% | +$1.69K | 0.15% | 157 |
|
|
2014
Q3 | $758K | Buy |
14,919
+4,422
| +42% | +$225K | 0.25% | 111 |
|
|
2014
Q2 | $440K | Buy |
10,497
+4,422
| +73% | +$185K | 0.14% | 165 |
|
|
2014
Q1 | $227K | Sell |
6,075
-482
| -7% | -$18K | 0.09% | 208 |
|
|
2013
Q4 | $252K | Buy |
6,557
+282
| +4% | +$10.8K | 0.09% | 193 |
|
|
2013
Q3 | $216K | Buy |
+6,275
| New | +$216K | 0.09% | 195 |
|