Pure Financial 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 | $1.87M | Sell |
31,853
-1,229
| -4% | -$72.1K | 0.03% | 158 |
|
2025
Q1 | $1.99M | Sell |
33,082
-2,772
| -8% | -$166K | 0.04% | 130 |
|
2024
Q4 | $1.87M | Buy |
35,854
+19,202
| +115% | +$1M | 0.04% | 122 |
|
2024
Q3 | $850K | Buy |
16,652
+9,155
| +122% | +$467K | 0.02% | 160 |
|
2024
Q2 | $341K | Buy |
7,497
+56
| +0.8% | +$2.55K | 0.01% | 243 |
|
2024
Q1 | $325K | Buy |
7,441
+215
| +3% | +$9.38K | 0.01% | 246 |
|
2023
Q4 | $292K | Buy |
7,226
+327
| +5% | +$13.2K | 0.01% | 248 |
|
2023
Q3 | $290K | Buy |
6,899
+742
| +12% | +$31.2K | 0.01% | 217 |
|
2023
Q2 | $279K | Buy |
6,157
+75
| +1% | +$3.4K | 0.01% | 221 |
|
2023
Q1 | $271K | Buy |
6,082
+145
| +2% | +$6.47K | 0.01% | 213 |
|
2022
Q4 | $271K | Buy |
5,937
+98
| +2% | +$4.48K | 0.01% | 202 |
|
2022
Q3 | $236K | Buy |
5,839
+300
| +5% | +$12.1K | 0.01% | 204 |
|
2022
Q2 | $231K | Buy |
5,539
+600
| +12% | +$25K | 0.01% | 222 |
|
2022
Q1 | $258K | Buy |
4,939
+144
| +3% | +$7.52K | 0.01% | 194 |
|
2021
Q4 | $227K | Buy |
4,795
+149
| +3% | +$7.05K | 0.01% | 200 |
|
2021
Q3 | $211K | Sell |
4,646
-80
| -2% | -$3.63K | 0.02% | 185 |
|
2021
Q2 | $225K | Buy |
4,726
+67
| +1% | +$3.19K | 0.02% | 186 |
|
2021
Q1 | $238K | Sell |
4,659
-596
| -11% | -$30.4K | 0.02% | 169 |
|
2020
Q4 | $215K | Buy |
+5,255
| New | +$215K | 0.03% | 169 |
|
2019
Q3 | – | Sell |
-5,368
| Closed | -$254K | – | 132 |
|
2019
Q2 | $254K | Buy |
5,368
+67
| +1% | +$3.17K | 0.05% | 120 |
|
2019
Q1 | $304K | Buy |
5,301
+71
| +1% | +$4.07K | 0.06% | 116 |
|
2018
Q4 | $258K | Sell |
5,230
-115
| -2% | -$5.67K | 0.05% | 126 |
|
2018
Q3 | $322K | Buy |
+5,345
| New | +$322K | 0.07% | 116 |
|
2017
Q4 | – | Sell |
-3,547
| Closed | -$225K | – | 63 |
|
2017
Q3 | $225K | Sell |
3,547
-175
| -5% | -$11.1K | 0.06% | 103 |
|
2017
Q2 | $277K | Buy |
3,722
+513
| +16% | +$38.2K | 0.07% | 96 |
|
2017
Q1 | $229K | Sell |
3,209
-4
| -0.1% | -$285 | 0.07% | 99 |
|
2016
Q4 | $217K | Buy |
+3,213
| New | +$217K | 0.07% | 96 |
|
2016
Q3 | – | Sell |
-3,131
| Closed | -$216K | – | 98 |
|
2016
Q2 | $216K | Sell |
3,131
-275
| -8% | -$19K | 0.07% | 87 |
|
2016
Q1 | $215K | Buy |
+3,406
| New | +$215K | 0.08% | 93 |
|