Peak Financial 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 | $589K | Sell |
10,040
-26
| -0.3% | -$1.52K | 0.3% | 45 |
|
|
2025
Q1 | $604K | Buy |
10,066
+114
| +1% | +$6.84K | 0.31% | 51 |
|
|
2024
Q4 | $520K | Buy |
9,952
+32
| +0.3% | +$1.67K | 0.27% | 55 |
|
|
2024
Q3 | $506K | Sell |
9,920
-555
| -5% | -$28.3K | 0.26% | 53 |
|
|
2024
Q2 | $477K | Buy |
10,475
+85
| +0.8% | +$3.87K | 0.27% | 50 |
|
|
2024
Q1 | $453K | Buy |
10,390
+32
| +0.3% | +$1.4K | 0.28% | 50 |
|
|
2023
Q4 | $418K | Buy |
10,358
+1,328
| +15% | +$53.6K | 0.28% | 57 |
|
|
2023
Q3 | $380K | Buy |
9,030
+589
| +7% | +$24.8K | 0.41% | 24 |
|
|
2023
Q2 | $382K | Buy |
8,441
+2,492
| +42% | +$113K | 0.3% | 46 |
|
|
2023
Q1 | $265K | Sell |
5,949
-494
| -8% | -$22K | 0.22% | 45 |
|
|
2022
Q4 | $295K | Sell |
6,443
-699
| -10% | -$32K | 0.27% | 45 |
|
|
2022
Q3 | $288K | Sell |
7,142
-1,920
| -21% | -$77.4K | 0.35% | 47 |
|
|
2022
Q2 | $379K | Buy |
9,062
+1,319
| +17% | +$55.2K | 0.38% | 49 |
|
|
2022
Q1 | $405K | Buy |
+7,743
| New | +$405K | 0.35% | 56 |
|
|
2021
Q4 | – | Sell |
-8,797
| Closed | -$400K | – | 90 |
|
|
2021
Q3 | $400K | Buy |
+8,797
| New | +$400K | 0.35% | 48 |
|