Sage Mountain 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 | $546K | Buy |
9,313
+1,266
| +16% | +$74.2K | 0.04% | 228 |
|
|
2025
Q1 | $483K | Sell |
8,047
-1,233
| -13% | -$74K | 0.04% | 228 |
|
|
2024
Q4 | $485K | Buy |
9,280
+3,334
| +56% | +$174K | 0.04% | 217 |
|
|
2024
Q3 | $303K | Buy |
5,946
+442
| +8% | +$22.6K | 0.03% | 285 |
|
|
2024
Q2 | $251K | Sell |
5,504
-246
| -4% | -$11.2K | 0.02% | 295 |
|
|
2024
Q1 | $251K | Buy |
+5,750
| New | +$251K | 0.03% | 277 |
|
|
2022
Q2 | – | Sell |
-4,056
| Closed | -$212K | – | 632 |
|
|
2022
Q1 | $212K | Sell |
4,056
-2,516
| -38% | -$132K | 0.03% | 449 |
|
|
2021
Q4 | $311K | Buy |
6,572
+1,091
| +20% | +$51.6K | 0.04% | 429 |
|
|
2021
Q3 | $250K | Buy |
5,481
+184
| +3% | +$8.39K | 0.04% | 390 |
|
|
2021
Q2 | $253K | Buy |
+5,297
| New | +$253K | 0.04% | 342 |
|