Peak Financial Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $663K | Buy |
|
|||||
|
2025
Q2 | $589K | Sell |
|
|||||
|
2025
Q1 | $604K | Buy |
|
|||||
|
2024
Q4 | $520K | Buy |
|
|||||
|
2024
Q3 | $506K | Sell |
|
|||||
|
2024
Q2 | $477K | Buy |
|
|||||
|
2024
Q1 | $453K | Buy |
|
|||||
|
2023
Q4 | $418K | Buy |
|
|||||
|
2023
Q3 | $380K | Buy |
|
|||||
|
2023
Q2 | $382K | Buy |
|
|||||
|
2023
Q1 | $265K | Sell |
|
|||||
|
2022
Q4 | $295K | Sell |
|
|||||
|
2022
Q3 | $288K | Sell |
|
|||||
|
2022
Q2 | $379K | Buy |
|
|||||
|
2022
Q1 | $405K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $400K | Buy |
|