Regent Peak 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
Q1 | $207K | Buy |
+3,455
| New | +$207K | 0.05% | 162 |
|
|
2024
Q4 | – | Sell |
-5,183
| Closed | -$265K | – | 188 |
|
|
2024
Q3 | $265K | Buy |
5,183
+121
| +2% | +$6.18K | 0.06% | 134 |
|
|
2024
Q2 | $231K | Sell |
5,062
-456
| -8% | -$20.8K | 0.05% | 144 |
|
|
2024
Q1 | $241K | Sell |
5,518
-680
| -11% | -$29.7K | 0.06% | 137 |
|
|
2023
Q4 | $250K | Sell |
6,198
-442
| -7% | -$17.8K | 0.07% | 128 |
|
|
2023
Q3 | $279K | Sell |
6,640
-35
| -0.5% | -$1.47K | 0.09% | 117 |
|
|
2023
Q2 | $302K | Sell |
6,675
-94
| -1% | -$4.26K | 0.09% | 108 |
|
|
2023
Q1 | $302K | Buy |
6,769
+158
| +2% | +$7.05K | 0.09% | 108 |
|
|
2022
Q4 | $308K | Sell |
6,611
-459
| -6% | -$21.4K | 0.1% | 114 |
|
|
2022
Q3 | $285K | Buy |
7,070
+1,046
| +17% | +$42.2K | 0.1% | 116 |
|
|
2022
Q2 | $251K | Buy |
6,024
+57
| +1% | +$2.38K | 0.08% | 129 |
|
|
2022
Q1 | $312K | Buy |
5,967
+15
| +0.3% | +$784 | 0.09% | 123 |
|
|
2021
Q4 | $282K | Sell |
5,952
-1,194
| -17% | -$56.6K | 0.08% | 135 |
|
|
2021
Q3 | $325K | Buy |
7,146
+52
| +0.7% | +$2.37K | 0.09% | 120 |
|
|
2021
Q2 | $341K | Buy |
7,094
+611
| +9% | +$29.4K | 0.1% | 116 |
|
|
2021
Q1 | $331K | Buy |
6,483
+241
| +4% | +$12.3K | 0.11% | 109 |
|
|
2020
Q4 | $256K | Buy |
6,242
+165
| +3% | +$6.77K | 0.09% | 122 |
|
|
2020
Q3 | $235K | Buy |
6,077
+161
| +3% | +$6.23K | 0.1% | 112 |
|
|
2020
Q2 | $232K | Buy |
5,916
+497
| +9% | +$19.5K | 0.11% | 107 |
|
|
2020
Q1 | $209K | Sell |
5,419
-9
| -0.2% | -$347 | 0.12% | 101 |
|
|
2019
Q4 | $270K | Buy |
+5,428
| New | +$270K | 0.12% | 102 |
|