Personal CFO Solutions’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 | $2.81M | Sell |
47,899
-922
| -2% | -$54.1K | 0.52% | 33 |
|
|
2025
Q1 | $2.93M | Buy |
48,821
+611
| +1% | +$36.7K | 0.59% | 27 |
|
|
2024
Q4 | $2.52M | Sell |
48,210
-1,756
| -4% | -$91.8K | 0.5% | 36 |
|
|
2024
Q3 | $2.55M | Buy |
49,966
+2,921
| +6% | +$149K | 0.36% | 56 |
|
|
2024
Q2 | $2.14M | Buy |
47,045
+3,592
| +8% | +$164K | 0.33% | 56 |
|
|
2024
Q1 | $1.9M | Buy |
43,453
+17,289
| +66% | +$754K | 0.3% | 68 |
|
|
2023
Q4 | $1.06M | Buy |
26,164
+5,917
| +29% | +$239K | 0.18% | 108 |
|
|
2023
Q3 | $851K | Buy |
20,247
+46
| +0.2% | +$1.93K | 0.17% | 119 |
|
|
2023
Q2 | $915K | Buy |
20,201
+2,558
| +14% | +$116K | 0.19% | 108 |
|
|
2023
Q1 | $787K | Sell |
17,643
-104
| -0.6% | -$4.64K | 0.16% | 118 |
|
|
2022
Q4 | $811K | Buy |
17,747
+1,471
| +9% | +$67.2K | 0.17% | 113 |
|
|
2022
Q3 | $657K | Buy |
16,276
+181
| +1% | +$7.31K | 0.17% | 122 |
|
|
2022
Q2 | $672K | Buy |
16,095
+24
| +0.1% | +$1K | 0.16% | 115 |
|
|
2022
Q1 | $840K | Sell |
16,071
-456
| -3% | -$23.8K | 0.17% | 121 |
|
|
2021
Q4 | $783K | Sell |
16,527
-2,742
| -14% | -$130K | 0.15% | 135 |
|
|
2021
Q3 | $877K | Sell |
19,269
-334
| -2% | -$15.2K | 0.18% | 117 |
|
|
2021
Q2 | $935K | Sell |
19,603
-670
| -3% | -$32K | 0.19% | 108 |
|
|
2021
Q1 | $1.04M | Buy |
20,273
+20
| +0.1% | +$1.02K | 0.22% | 91 |
|
|
2020
Q4 | $830K | Buy |
20,253
+6,765
| +50% | +$277K | 0.21% | 103 |
|
|
2020
Q3 | $1K | Buy |
13,488
+534
| +4% | +$40 | 0.33% | 98 |
|
|
2020
Q2 | $508K | Buy |
12,954
+6,852
| +112% | +$269K | 0.15% | 126 |
|
|
2020
Q1 | $236K | Sell |
6,102
-1,342
| -18% | -$51.9K | 0.08% | 208 |
|
|
2019
Q4 | $372K | Sell |
7,444
-8,550
| -53% | -$427K | 0.11% | 175 |
|
|
2019
Q3 | $768K | Buy |
+15,994
| New | +$768K | 0.31% | 78 |
|