Perennial Investment 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 | $400K | Buy |
6,814
+30
| +0.4% | +$1.76K | 0.04% | 285 |
|
|
2025
Q1 | $407K | Sell |
6,784
-56
| -0.8% | -$3.36K | 0.05% | 260 |
|
|
2024
Q4 | $358K | Buy |
6,840
+1,125
| +20% | +$58.8K | 0.04% | 267 |
|
|
2024
Q3 | $292K | Buy |
5,715
+65
| +1% | +$3.32K | 0.04% | 291 |
|
|
2024
Q2 | $257K | Buy |
5,650
+1,027
| +22% | +$46.8K | 0.04% | 297 |
|
|
2024
Q1 | $202K | Sell |
4,623
-372
| -7% | -$16.2K | 0.03% | 323 |
|
|
2023
Q4 | $201K | Sell |
4,995
-451
| -8% | -$18.2K | 0.03% | 305 |
|
|
2023
Q3 | $229K | Buy |
5,446
+391
| +8% | +$16.4K | 0.04% | 276 |
|
|
2023
Q2 | $229K | Buy |
5,055
+239
| +5% | +$10.8K | 0.04% | 291 |
|
|
2023
Q1 | $215K | Sell |
4,816
-1,014
| -17% | -$45.2K | 0.04% | 297 |
|
|
2022
Q4 | $267K | Buy |
5,830
+849
| +17% | +$38.8K | 0.11% | 163 |
|
|
2022
Q3 | $201K | Buy |
+4,981
| New | +$201K | 0.09% | 183 |
|
|
2022
Q2 | – | Sell |
-4,012
| Closed | -$210K | – | 212 |
|
|
2022
Q1 | $210K | Sell |
4,012
-289
| -7% | -$15.1K | 0.07% | 201 |
|
|
2021
Q4 | $205K | Buy |
+4,301
| New | +$205K | 0.06% | 213 |
|