SimplyRich’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
$371K Hold
6,342
0.1% 165
2025
Q1
$380K Buy
6,342
+5
+0.1% +$300 0.11% 158
2024
Q4
$331K Buy
6,337
+412
+7% +$21.5K 0.09% 168
2024
Q3
$302K Buy
+5,925
New +$302K 0.08% 177
2018
Q2
Sell
-11,683
Closed -$728K 166
2018
Q1
$728K Sell
11,683
-1,652
-12% -$103K 0.41% 79
2017
Q4
$952K Buy
+13,335
New +$952K 0.53% 60