Slocum, Gordon & Co’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 | $124K | Sell |
2,110
-950
| -31% | -$55.7K | 0.1% | 69 |
|
|
2025
Q1 | $184K | Sell |
3,060
-200
| -6% | -$12K | 0.14% | 56 |
|
|
2024
Q4 | $170K | Sell |
3,260
-200
| -6% | -$10.5K | 0.14% | 58 |
|
|
2024
Q3 | $177K | Sell |
3,460
-500
| -13% | -$25.5K | 0.07% | 62 |
|
|
2024
Q2 | $180K | Sell |
3,960
-190
| -5% | -$8.65K | 0.13% | 57 |
|
|
2024
Q1 | $181K | Hold |
4,150
| – | – | 0.13% | 56 |
|
|
2023
Q4 | $167K | Buy |
4,150
+1,400
| +51% | +$56.5K | 0.15% | 54 |
|
|
2023
Q3 | $116K | Sell |
2,750
-200
| -7% | -$8.41K | 0.1% | 64 |
|
|
2023
Q2 | $134K | Hold |
2,950
| – | – | 0.1% | 61 |
|
|
2023
Q1 | $132K | Hold |
2,950
| – | – | 0.11% | 60 |
|
|
2022
Q4 | $135K | Buy |
+2,950
| New | +$135K | 0.09% | 58 |
|