Pacific Capital 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
Q1 | – | Sell |
-597
| Closed | -$31.2K | – | 256 |
|
|
2024
Q4 | $31.2K | Hold |
597
| – | – | 0.01% | 185 |
|
|
2024
Q3 | $30.5K | Hold |
597
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $27.2K | Sell |
597
-46
| -7% | -$2.1K | 0.01% | 203 |
|
|
2024
Q1 | $28K | Buy |
643
+46
| +8% | +$2.01K | 0.01% | 172 |
|
|
2023
Q4 | $24.1K | Buy |
+597
| New | +$24.1K | 0.01% | 182 |
|
|
2020
Q4 | – | Sell |
-597
| Closed | -$23K | – | 143 |
|
|
2020
Q3 | $23K | Buy |
+597
| New | +$23K | 0.01% | 141 |
|