Sax 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 | $300K | Buy |
5,119
+71
| +1% | +$4.16K | 0.02% | 339 |
|
|
2025
Q1 | $303K | Buy |
+5,048
| New | +$303K | 0.02% | 295 |
|
|
2024
Q2 | – | Sell |
-6,246
| Closed | -$272K | – | 281 |
|
|
2024
Q1 | $272K | Sell |
6,246
-686
| -10% | -$29.9K | 0.03% | 155 |
|
|
2023
Q4 | $280K | Sell |
6,932
-5,956
| -46% | -$240K | 0.05% | 154 |
|
|
2023
Q3 | $542K | Buy |
12,888
+203
| +2% | +$8.54K | 0.11% | 105 |
|
|
2023
Q2 | $575K | Buy |
12,685
+11
| +0.1% | +$498 | 0.11% | 100 |
|
|
2023
Q1 | $566K | Buy |
12,674
+711
| +6% | +$31.7K | 0.12% | 99 |
|
|
2022
Q4 | $547K | Sell |
11,963
-316
| -3% | -$14.4K | 0.13% | 95 |
|
|
2022
Q3 | $496K | Buy |
12,279
+12
| +0.1% | +$485 | 0.13% | 98 |
|
|
2022
Q2 | $512K | Buy |
12,267
+735
| +6% | +$30.7K | 0.13% | 102 |
|
|
2022
Q1 | $603K | Sell |
11,532
-625
| -5% | -$32.7K | 0.15% | 93 |
|
|
2021
Q4 | $576K | Buy |
12,157
+624
| +5% | +$29.6K | 0.12% | 110 |
|
|
2021
Q3 | $525K | Buy |
11,533
+1,000
| +9% | +$45.5K | 0.12% | 102 |
|
|
2021
Q2 | $502K | Buy |
10,533
+3,275
| +45% | +$156K | 0.17% | 97 |
|
|
2021
Q1 | $371K | Buy |
7,258
+1,901
| +35% | +$97.2K | 0.14% | 104 |
|
|
2020
Q4 | $220K | Buy |
+5,357
| New | +$220K | 0.1% | 117 |
|