Sittner & Nelson’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 | $449K | Hold |
7,665
| – | – | 0.18% | 87 |
|
|
2025
Q1 | $460K | Buy |
7,665
+2,000
| +35% | +$120K | 0.2% | 80 |
|
|
2024
Q4 | $296K | Hold |
5,665
| – | – | 0.13% | 103 |
|
|
2024
Q3 | $289K | Buy |
5,665
+4,000
| +240% | +$204K | 0.13% | 106 |
|
|
2024
Q2 | $75.9K | Hold |
1,665
| – | – | 0.04% | 183 |
|
|
2024
Q1 | $72.6K | Hold |
1,665
| – | – | 0.04% | 182 |
|
|
2023
Q4 | $67.2K | Sell |
1,665
-1,109
| -40% | -$44.7K | 0.04% | 185 |
|
|
2023
Q3 | $117K | Buy |
2,774
+22
| +0.8% | +$925 | 0.07% | 140 |
|
|
2023
Q2 | $125K | Sell |
2,752
-3,015
| -52% | -$137K | 0.07% | 142 |
|
|
2023
Q1 | $257K | Buy |
5,767
+55
| +1% | +$2.45K | 0.15% | 101 |
|
|
2022
Q4 | $261K | Buy |
5,712
+742
| +15% | +$33.9K | 0.16% | 101 |
|
|
2022
Q3 | $201K | Buy |
4,970
+422
| +9% | +$17.1K | 0.13% | 108 |
|
|
2022
Q2 | $190K | Buy |
4,548
+600
| +15% | +$25.1K | 0.12% | 106 |
|
|
2022
Q1 | $206K | Buy |
3,948
+36
| +0.9% | +$1.88K | 0.12% | 101 |
|
|
2021
Q4 | $185K | Hold |
3,912
| – | – | 0.11% | 106 |
|
|
2021
Q3 | $178K | Buy |
3,912
+2,000
| +105% | +$91K | 0.11% | 101 |
|
|
2021
Q2 | $91K | Hold |
1,912
| – | – | 0.06% | 137 |
|
|
2021
Q1 | $98K | Hold |
1,912
| – | – | 0.07% | 126 |
|
|
2020
Q4 | $78K | Buy |
+1,912
| New | +$78K | 0.07% | 131 |
|