Pathstone Holdings’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 | $9.81M | Buy |
167,141
+5,466
| +3% | +$321K | 0.04% | 333 |
|
2025
Q1 | $9.69M | Sell |
161,675
-13,453
| -8% | -$806K | 0.04% | 351 |
|
2024
Q4 | $9.18M | Buy |
175,128
+13,067
| +8% | +$685K | 0.04% | 343 |
|
2024
Q3 | $8.29M | Sell |
162,061
-13,251
| -8% | -$678K | 0.04% | 386 |
|
2024
Q2 | $8.01M | Sell |
175,312
-7,007
| -4% | -$320K | 0.04% | 373 |
|
2024
Q1 | $7.98M | Sell |
182,319
-23,855
| -12% | -$1.04M | 0.04% | 373 |
|
2023
Q4 | $8.36M | Buy |
+206,174
| New | +$8.36M | 0.04% | 292 |
|