Simplicity Wealth’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 | $2.32M | Sell |
39,541
-18,727
| -32% | -$1.1M | 0.1% | 195 |
|
|
2025
Q1 | $3.5M | Buy |
58,268
+35,168
| +152% | +$2.11M | 0.27% | 86 |
|
|
2024
Q4 | $1.21M | Sell |
23,100
-1,049
| -4% | -$54.9K | 0.25% | 73 |
|
|
2024
Q3 | $1.23M | Sell |
24,149
-32,036
| -57% | -$1.64M | 0.11% | 163 |
|
|
2024
Q2 | $2.56M | Buy |
56,185
+7,913
| +16% | +$360K | 0.06% | 310 |
|
|
2024
Q1 | $2.11M | Buy |
+48,272
| New | +$2.11M | 0.05% | 345 |
|