Provenance Wealth 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 | $16K | Sell |
273
-11,422
| -98% | -$670K | ﹤0.01% | 286 |
|
|
2025
Q1 | $702K | Hold |
11,695
| – | – | 0.1% | 50 |
|
|
2024
Q4 | $612K | Hold |
11,695
| – | – | 0.08% | 71 |
|
|
2024
Q3 | $597K | Hold |
11,695
| – | – | 0.07% | 87 |
|
|
2024
Q2 | $533K | Sell |
11,695
-300
| -3% | -$13.7K | 0.07% | 81 |
|
|
2024
Q1 | $523K | Buy |
11,995
+5,220
| +77% | +$228K | 0.07% | 86 |
|
|
2023
Q4 | $273K | Buy |
6,775
+173
| +3% | +$6.98K | 0.04% | 113 |
|
|
2023
Q3 | $278K | Buy |
+6,602
| New | +$278K | 0.04% | 102 |
|