San Luis 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 | $670K | Sell |
11,429
-1,286
| -10% | -$75.4K | 0.14% | 83 |
|
|
2025
Q1 | $763K | Sell |
12,715
-3,722
| -23% | -$223K | 0.17% | 60 |
|
|
2024
Q4 | $859K | Buy |
16,437
+2,588
| +19% | +$135K | 0.16% | 65 |
|
|
2024
Q3 | $707K | Buy |
13,849
+3,723
| +37% | +$190K | 0.15% | 70 |
|
|
2024
Q2 | $461K | Buy |
10,126
+4
| +0% | +$182 | 0.11% | 73 |
|
|
2024
Q1 | $442K | Buy |
10,122
+1,667
| +20% | +$72.8K | 0.23% | 30 |
|
|
2023
Q4 | $341K | Hold |
8,455
| – | – | 0.14% | 42 |
|
|
2023
Q3 | $356K | Hold |
8,455
| – | – | 0.17% | 49 |
|
|
2023
Q2 | $383K | Buy |
8,455
+1,867
| +28% | +$84.6K | 0.14% | 131 |
|
|
2023
Q1 | $294K | Sell |
6,588
-326
| -5% | -$14.5K | 0.11% | 136 |
|
|
2022
Q4 | $316K | Sell |
6,914
-10,457
| -60% | -$478K | 0.29% | 58 |
|
|
2022
Q3 | $701K | Buy |
+17,371
| New | +$701K | 0.73% | 38 |
|
|
2022
Q2 | – | Sell |
-3,605
| Closed | -$171K | – | 294 |
|
|
2022
Q1 | $171K | Buy |
+3,605
| New | +$171K | 0.08% | 162 |
|
|
2020
Q4 | $488K | Buy |
+11,904
| New | +$488K | 0.31% | 83 |
|