Paces Ferry Wealth 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 | $260K | Buy |
4,429
+21
| +0.5% | +$1.23K | 0.12% | 98 |
|
|
2025
Q1 | $265K | Sell |
4,408
-73
| -2% | -$4.38K | 0.13% | 100 |
|
|
2024
Q4 | $234K | Sell |
4,481
-214
| -5% | -$11.2K | 0.11% | 112 |
|
|
2024
Q3 | $240K | Buy |
+4,695
| New | +$240K | 0.14% | 104 |
|
|
2022
Q2 | – | Sell |
-3,986
| Closed | -$208K | – | 112 |
|
|
2022
Q1 | $208K | Buy |
+3,986
| New | +$208K | 0.17% | 115 |
|
|
2020
Q4 | – | Sell |
-2,695
| Closed | -$104K | – | 730 |
|
|
2020
Q3 | $104K | Buy |
+2,695
| New | +$104K | 0.09% | 154 |
|