Plan Group Financial’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 | $2.08M | Buy |
35,530
+3,592
| +11% | +$211K | 0.69% | 42 |
|
|
2025
Q1 | $1.92M | Buy |
31,938
+8,502
| +36% | +$510K | 0.68% | 33 |
|
|
2024
Q4 | $1.23M | Buy |
23,436
+2,213
| +10% | +$116K | 0.65% | 32 |
|
|
2024
Q3 | $1.08M | Buy |
21,223
+1,680
| +9% | +$85.7K | 0.57% | 37 |
|
|
2024
Q2 | $890K | Buy |
19,543
+8,081
| +71% | +$368K | 0.54% | 40 |
|
|
2024
Q1 | $500K | Buy |
11,462
+3,728
| +48% | +$163K | 0.33% | 51 |
|
|
2023
Q4 | $312K | Buy |
7,734
+586
| +8% | +$23.6K | 0.27% | 50 |
|
|
2023
Q3 | $301K | Sell |
7,148
-541
| -7% | -$22.8K | 0.22% | 54 |
|
|
2023
Q2 | $340K | Buy |
+7,689
| New | +$340K | 0.28% | 45 |
|
|
2022
Q2 | $216K | Buy |
+5,179
| New | +$216K | 0.37% | 48 |
|