Ritholtz Wealth Management’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 | $10.5M | Buy |
179,377
+14,267
| +9% | +$836K | 0.23% | 48 |
|
|
2025
Q1 | $9.91M | Buy |
165,110
+8,096
| +5% | +$486K | 0.3% | 43 |
|
|
2024
Q4 | $8.21M | Buy |
157,014
+7,089
| +5% | +$371K | 0.24% | 49 |
|
|
2024
Q3 | $7.65M | Buy |
149,925
+9,345
| +7% | +$477K | 0.23% | 55 |
|
|
2024
Q2 | $6.4M | Buy |
140,580
+10,218
| +8% | +$465K | 0.21% | 61 |
|
|
2024
Q1 | $5.69M | Buy |
130,362
+4,292
| +3% | +$187K | 0.2% | 64 |
|
|
2023
Q4 | $5.09M | Buy |
126,070
+76,932
| +157% | +$3.1M | 0.2% | 62 |
|
|
2023
Q3 | $2.07M | Sell |
49,138
-105,024
| -68% | -$4.42M | 0.09% | 136 |
|
|
2023
Q2 | $6.98M | Sell |
154,162
-19,850
| -11% | -$899K | 0.31% | 41 |
|
|
2023
Q1 | $7.76M | Buy |
174,012
+121,599
| +232% | +$5.43M | 0.39% | 32 |
|
|
2022
Q4 | $2.4M | Sell |
52,413
-2,947
| -5% | -$135K | 0.13% | 109 |
|
|
2022
Q3 | $2.24M | Buy |
55,360
+30,195
| +120% | +$1.22M | 0.12% | 122 |
|
|
2022
Q2 | $1.05M | Sell |
25,165
-255
| -1% | -$10.7K | 0.07% | 175 |
|
|
2022
Q1 | $1.33M | Buy |
25,420
+8,554
| +51% | +$447K | 0.09% | 137 |
|
|
2021
Q4 | $799K | Sell |
16,866
-293
| -2% | -$13.9K | 0.05% | 206 |
|
|
2021
Q3 | $781K | Sell |
17,159
-1,629
| -9% | -$74.1K | 0.05% | 183 |
|
|
2021
Q2 | $896K | Buy |
18,788
+2,913
| +18% | +$139K | 0.06% | 162 |
|
|
2021
Q1 | $812K | Buy |
15,875
+4,398
| +38% | +$225K | 0.07% | 135 |
|
|
2020
Q4 | $471K | Sell |
11,477
-1,798
| -14% | -$73.8K | 0.05% | 174 |
|
|
2020
Q3 | $513K | Buy |
13,275
+6,694
| +102% | +$259K | 0.06% | 129 |
|
|
2020
Q2 | $258K | Buy |
+6,581
| New | +$258K | 0.03% | 198 |
|
|
2020
Q1 | – | Sell |
-5,883
| Closed | -$294K | – | 191 |
|
|
2019
Q4 | $294K | Buy |
+5,883
| New | +$294K | 0.04% | 116 |
|
|
2018
Q3 | – | Sell |
-4,147
| Closed | -$236K | – | 117 |
|
|
2018
Q2 | $236K | Buy |
4,147
+36
| +0.9% | +$2.05K | 0.06% | 100 |
|
|
2018
Q1 | $256K | Sell |
4,111
-5,524
| -57% | -$344K | 0.07% | 94 |
|
|
2017
Q4 | $688K | Buy |
9,635
+1,715
| +22% | +$122K | 0.2% | 58 |
|
|
2017
Q3 | $502K | Buy |
7,920
+22
| +0.3% | +$1.39K | 0.19% | 40 |
|
|
2017
Q2 | $588K | Buy |
+7,898
| New | +$588K | 0.25% | 37 |
|
|
2016
Q4 | $568K | Buy |
+8,395
| New | +$568K | 0.29% | 38 |
|